Catherine has been licensed in Financial Services since 2001.
She has previously been a Branch Manager in the MFDA (Mutual Fund Industry). She works with a variety of clients from new investors, high net worth, retired clients, business owners and professionals and newly singles.
Cash Flow Planning is key for many people; although they may have a high income there is not enough money to afford the things they truly desire in life nor to protect their families and save for retirement. Educating and working out customized plans for people has always been a focus as it truly changes lives.
Business Management Certificate from Seneca College
Licensed to sell life insurance products in Alberta, British Columbia and Ontario.
338 – 26 Val Gardena View SW