Ms. Louise Guthrie, B. Math, CFP, FLMI, ACS, CAM, EPC
Faculty Member
Waterloo, ON

Louise has specialized in retirement planning and wealth accumulation strategies for more than 30 years. She has written numerous articles on tax efficient investing and tax efficient income. Her passion is the retired and soon to be retired market so many of her tax articles and guides deal with topics close to a retiree’s heart, such as, ‘fighting claw backs’ ‘maximizing RRIF income’ ‘transferring tax credits’ and ‘giving to charity’.   

She began her career in the Federal Government as an administrator for the Federal Employees Pension Plan and then moved to the insurance industry where she has held various positions in pensions and tax. Her current role is helping advisors within the financial services industry understand and take advantage of the tax opportunities available to their individual and corporate clients. 

Louise is a frequent speaker at industry conferences and seminars and has appeared as a guest expert for Globefund media, MOJO radio and ROB TV. She was instrumental in the design of wrapped segregated funds, also known as Guaranteed Investment Funds, which were introduced to the investment community in 1996. She is also well versed in mutual funds, annuities, GICs, and government income plans such as CPP and OAS. 

She has a Bachelor degree in Math from Carleton University in Ottawa, is a member of the Canadian Tax Foundation, a charter member of the Canadian Initiative for Elder Planning Studies, with an Elder Planning Counselor designation (EPC) a Fellow of the Life Management Institute (FLMI), an Associate in Customer Service (ACS), a Certified Administrative Manager (CAM), and a Certified Financial Planner (CFP).

Ask Louise a question e-mail Louise