Nominated for the award: Entrepreneurship and Business
Company: IG Wealth Management
Position: Division Manager
Biography: Catherine joined IG Wealth Management as a Consultant in February 2005 and was appointed to Division Director in January 2010. Catherine manages a dynamic team of Consultants, a role she drives with passion. She provides the Consultants with mentoring, coaching and training support to help them build a successful financial planning practice. As a practicing Certified Financial Planner professional, she uses a consultative approach to help you connect to what you deeply care about and make intelligent decisions regarding your finances. Her mission is to positively influence the affluent business society, by being the resource for finding innovative solutions for your wealth management needs. She understands and best addresses your concerns in the following 5 areas: Wealth Preservation; Wealth Enhancement; Wealth Transfer; Wealth Protection; Charitable Giving Specializing in all aspects of financial planning including; • Investment Consulting Retirement Planning/Retirement Income Design • Tax Planning Business Succession Planning • Estate Planning Charitable Giving • Insurance Planning Group Benefits Planning • Group RRSP & Pension Plans Working within the framework of IG Wealth Management allows Catherine to draw on a team of financial professionals, which includes tax, legal, investment, banking, mortgage and insurance specialists. Catherine and her team relish the opportunity and experience of working directly with a client’s other advisors, lawyers or accountants, in order to ensure that any financial plan is comprehensive and achieves maximum benefits.