Cathy joined Success ‘N Planning in October of 2013. She has over 15 years of experience in the financial services industry and has been advising clients on their financial needs for over a decade. She graduated from St. Francis Xavier University with a Bachelor of Arts with honours. She is in the process of completing her Certified Financial Planning designation (CFP®). She also holds the designation of Registered Retirement Consultant (RRC®).
Since joining Success ‘N Planning, she has become a valuable member of the planning division, specializing in retirement planning, estate planning, and tax planning as part of a team approach to financial planning.
She is married with two children and two grandchildren. She is an avid runner, having completed the Boston Marathon in 2014, 2016, and 2017.