Strategic, passionate, caring.
Approaching every new challenge with a positive outlook and a strategic mindset, Catherine brings to the table her passion for excellence and more than a decade of experience in financial operations.
Beginning her career in the public sector before gaining further experience in audit and mergers and acquisitions, Catherine worked as the Vice President of Planning and Allocation in a major North American retailer where she developed retail operations with a focus on strategy, planning and distribution, prior to joining Richter.
Catherine’s expertise makes her an important part of our Family Account Management team. She focuses on integration and optimization of financial matters such as tax and accounting, as well as wealth management and strategy, estate planning, and next generation planning and governance advisory.
The families with whom she works know they can depend on Catherine to provide comprehensive, personalized CFO services and insights on matters ranging from the financial, to the social and philanthropic, and bring a well-rounded perspective to their unique situations.
Fields of expertise
- Real estate
Professional and community involvement
- Shelter Movers Greater Toronto, volunteer, since 2020
- CPA, State of New York, Since 2002
- “Authenticity is Catherine Wilson’s Best Accessory,” Public Magazine, October 2018