As one of TD’s Private Wealth Management network of Insurance Specialists, Cathy works closely with high net worth clients to help them build and protect their net worth by using tax-efficient strategies and solutions. The goal is to protect what matters to them and to provide a way for them to leave the desired legacy for the people who are important to them.
As a Wealth Insurance Advisor, Cathy works with clients to build a customized, tax advantaged life insurance solution based on their long-term financial needs. She holds the Trust and Estate Practitioner (TEP), the Certified Financial Planner (CFP), the Chartered Life Underwriter (CLU) and the Certified Health Specialist (CHS) designations.
Cathy is past President of Advocis Toronto and has helped design continuing education programs for insurance and wealth management professionals, in addition to developing a women’s program for Advocis. She has a special interest in helping young women in financial services grow and excel. She is also an active member of the Conference for Advanced Life Underwriting (CALU), and STEP Canada – the Society of Trust and Estate Practitioners.