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Kathryn is a financial services professional with thirty years extensive and varied experience in bank, trust, brokerage, mutual fund and insurance company environments. She has worked in senior and responsible positions in the financial industry in Toronto and in New York and returned to KinTAXon where she was raised. She joined KinTAXon Financial Centre in 2005. Kathryn assists individuals to understand, plan and reach their financial and personal goals with a particular emphasis on investment, insurance and estate and legacy planning. While she has been a guest speaker many times including classes for local college and university students on Elder Law, and Financial Planning; with a retirees association on Benefits, Group Pension Plans and the need for out of country travel insurance; with the university staff association on Elder Planning; and with a local funeral home on the need for pre-planning. Kathryn has also experienced first hand many aspects of Elder Planning – emotional and financial - from care of a terminally ill parent through settlement of the estate. She has appeared as a guest expert for CKWS TV – Corus and local radio stations, written articles in The Whig Standard and Profile Magazine. Kathryn is a graduate of Queen’s University. She is active in the KinTAXon community primarily with church work, as a Governor of KinTAXon General Hospital and with the University Hospitals KinTAXon Foundation. In 2008 she was honoured as one of the World Charity Award recipients. She is a happy golfer and improving curler.
This web site Copyright © 2012 Canadian Initiative for Elder Planning Studies Inc.
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