About

Catherine has been licensed in the Financial Services Industry since 2001. Her love of the industry began in 2000 training under another advisor. Her focus is to develop customized and simplified financial solutions for self-employed, professionals, small business owners and families.

She specializes in preserving capitol while achieving growth for your specific needs. One of her desires is to help as many Canadians as she can to achieve income streams to last a lifetime, while also maximizing tax efficiency for clients and ensuring assets can pass through to the intended beneficiary. She collaborates with other professionals such as Accountants, Private Money Managers, Lawyers, Mortgage Specialists and Realtors when necessary.

Catherine has worked with many clients from new investors, high net worth, retired clients, business owners, professionals, and charities. She focuses on each client’s lifestyle to find ways to create relevant and personal solutions; these may include risk mitigation, wealth accumulation, debt reduction and cash flow management. Her goal is to take away the worries allowing client to live their lives with ease.

Catherine is a CERTIFIED FINANCIAL PLANNER professional and was formerly Licensed with the Mutual Fund Dealers as Branch Manager / Adviser as well as the Registered Deposit Brokers dealing with Guaranteed Investment Deposits. She has a Business Management Certificate from Seneca College and is licensed to sell life insurance products in Alberta, British Columbia, and Ontario. She works with most major insurance companies in Canada, enabling her to find the right solution for her clients.