Catherine graduated from the University of Western Ontario with a degree in Mathematics. She has worked in the Financial Service industry since graduating in 2006. With her analytical background, and passion for helping people, financial planning was a natural fit for her. She has earned the industry’s highest designation as a Certified Financial Planner (CFP®). Catherine employs a comprehensive approach to encompass all aspects of her client’s financial story. She focuses on each of her client’s unique situations, taking the time to understand their individual needs and financial goals. She strives to deliver a great client experience by adding value through retirement planning, tax planning, estate planning, investment planning, and risk management. Catherine is a member of the Financial Planning Standards Council of Canada (FPSC). The FPSC develops, promotes and enforces professional standards for Financial Planners. Catherine lives in Ancaster with her husband Tom, their two children, Vienna and Logan, and family dog, Cosmo. She enjoys travelling, learning new languages, and spending time with family and friends.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.