Katrina Florendo is a Client Relationship Specialist at Cardinal Point where she prides herself on delivering a high-level client experience. Katrina is responsible for opening and administering our clients’ investment accounts. She liaises with our financial planners, relationship managers and custodians, coordinates the execution of account documentation, processes cash transfers and otherwise ensures our clients’ service needs are met.
Before joining Cardinal Point, Katrina was an assistant to several Financial Consultants at IG Wealth Management. In addition, she has held several research and administration positions at the University of Toronto, the Centre for Addiction and Mental Health, St. Michael’s Hospital, and the City of Toronto.
Katrina earned her Honours Bachelor of Science Degree with High Distinction in Psychology and Sociology at the University of Toronto. She has volunteered with the Dunlap Institute for Astronomy and Astrophysics and has been a responder with the Canada Suicide Prevention Service and other suicide lines since 2013. She has earned two internationally recognized certificates in suicide prevention and alertness (ASIST and safeTALK).
Katrina is a committed martial artist and has earned a Black Belt in Tae Kwon Do, a Brown Belt 1st Kyu in JKA Shotokan Karate, a Red Sash in Northern Shaolin Kung Fu and has also trained in Kick Boxing, Aikido, Jiu Jitsu and Krav Maga.
She has two teenage children who are awesome, hilarious, and messy.