WORKING WITH YOU TO ACHIEVE FINANCIAL

SUCCESS

ABOUT KATHY

I live in Altona, MB with my husband Rich and our dogs Cooper and Daisy. Our daughter Jessica and son-in-law Matt live and work in Altona, and our son Josh lives and works in Winnipeg. 

I enjoy swimming, reading, walking, and travelling to sunny places!

I graduated in 2003 with my CGA designation, and in 2010 with my CFP designation. Education is very important to me and I continue to stay on top of current events, specifically related to the markets.

 
 

How I Can

Help You

INSURANCE

TERM LIFE, MORTGAGE LIFE, PERMANENT LIFE, UNIVERSAL LIFE, ANNUITIES

GROUP BENEFITS

EMPLOYER RRSP/PENSION

INVESTMENTS

NON REGISTERED, RESP, RDSP, RRIF, RRSP, TAX FREE SAVINGS

LIVING BENEFITS

CRITICAL ILLNESS, DISABILITY

RETIREMENT
PLANNING

RETIREMENT INCOME PLANNING, EFFICIENT TAX PLANNING IN RETIREMENT

ESTATE
PLANNING

ESTATE REVIEW SERVICES, AND RECOMMENDATIONS