Katrina Peng MBA CFA CPA CMA

Critic
DISC Type : C

Associate, Growth & Transition Capital at BDC

Greater Vancouver Metropolitan Area, Canada

Overview

Katrina is an Associate in Growth & Transition Capital at BDC with over 15 years of commercial banking experience. A graduate of the University of Alberta, she holds MBA, CFA, CPA, and CMA credentials, specializing in underwriting, risk management, and structuring tailored financing solutions for Canadian entrepreneurs.

Passionate about building strong client relationships, Katrina leverages her fluency in English, Mandarin, Teochew, and Cantonese to connect with a diverse range of business owners. She is a vocal supporter of Canadian entrepreneurs and is focused on helping them achieve their potential and navigate economic challenges.

Unique fact: Katrina is fluent in four languages, including Mandarin, Teochew, and Cantonese.

Personality Overview

Negotiator

Precise

ROI Driven

They prefer to do logical analysis and value evidence over emotions.  They enjoy working alone and do not rely on others very often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Supporting Entrepreneurs
Her role is centered on providing capital to help Canadian entrepreneurs grow, transition, and achieve their goals. She actively promotes buying local to support them.
Business Growth
Her title and professional summary highlight a core focus on "Driving Business Growth" and helping companies scale effectively.
Navigating Trade
She shares resources on topics like interprovincial trade, exploring global markets, and preparing for potential U. S. tariff hikes, showing an interest in international business challenges.

Media Appearances

Katrina has no verified media appearances

Work History

1-2025
Associate, Growth & Transition Capital at BDC
6-2022 - 12-2024
Senior Account Manager at BDC
11-2017 - 5-2022
Senior Manager, Underwriting at BDC
11-2013 - 2-2016
Credit Solutions Analyst at Scotiabank
6-2010 - 10-2013
Senior Personal Banking Officer at Scotiabank

Education

2015 - 2020
Master of Business Administration (MBA) from University of Alberta
2007 - 2010
Bachelor of Science (B.Sc.) with Distinction from University of Alberta

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Vancouver Metropolitan Area, Canada Job Level : N/A Designation : Associate, Growth & Transition Capital at BDC
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Insights For Selling To Katrina

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katrina is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Katrina

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Katrina move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Katrina take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Katrina

Personality Compatibility


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