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