Cathy Fletcher, Mba, Cfp, Cpca

Cathy Fletcher, Mba, Cfp, Cpca Email and Phone Number

Financial Planner at Caring for Clients @ Caring for Clients
toronto, ontario, canada
Cathy Fletcher, Mba, Cfp, Cpca's Location
Toronto, Ontario, Canada, Canada
Cathy Fletcher, Mba, Cfp, Cpca's Contact Details

Cathy Fletcher, Mba, Cfp, Cpca work email

Cathy Fletcher, Mba, Cfp, Cpca personal email

n/a
About Cathy Fletcher, Mba, Cfp, Cpca

Cathy Fletcher, Mba, Cfp, Cpca is a Financial Planner at Caring for Clients at Caring for Clients. She possess expertise in retirement planning, financial planners, mutual funds, estate planning, retirement and 25 more skills.

Cathy Fletcher, Mba, Cfp, Cpca's Current Company Details
Caring for Clients

Caring For Clients

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Financial Planner at Caring for Clients
toronto, ontario, canada
Website:
caringforclients.com
Employees:
7
Cathy Fletcher, Mba, Cfp, Cpca Work Experience Details
  • Caring For Clients
    Financial Planner
    Caring For Clients Jun 2021 - Present
    Toronto, Ontario, Canada
    Our team at Caring for Clients provides comprehensive and unbiased financial planning services on a fee for service basis. Our financial plans include cash flow management, retirement planning, investment planning, tax planning, estate planning and risk management.
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  • Self-Employed
    Independent Financial Planner
    Self-Employed Jan 2021 - Present
    Pickering, Ontario, Canada
    I provide truly independent financial planning advice on a fee for service basis, building on almost 16 years of experience with a major Canadian investment firm. I specialize in retirement planning, tax planning and estate planning advice for professionals, executives and their families.
  • Investors Group Financial Services Inc.
    Financial Consultant
    Investors Group Financial Services Inc. Mar 2005 - Dec 2020
    Scarborough, Ontario
    I help clients create and preserve true wealth – the financial resources necessary to allow them to achieve their family’s goals; educating their children, retiring comfortably, buying their dream home. I help them develop, articulate and reach their goals by providing comprehensive wealth planning services, support and advice on:Retirement PlanningEducation PlanningInvestment StrategyTax MinimizationCash Flow Management and Debt ReductionRisk Management and InsuranceEstate PlanningI don’t work alone. I have a regional support and resource team that includes experts in different fields that I can call on for help with complex situations.
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  • Ig Wealth Management
    Financial Consultant
    Ig Wealth Management 2005 - Dec 2020
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  • Fletcher Consulting
    Principal Consultant
    Fletcher Consulting 2003 - 2005
    Toronto, Ontario
    Provided strategic marketing services to a number of clients, including the Canadian Institute of Mining, Metallurgy & Petroleum.
  • Seneca College Of Applied Arts And Technology
    Professor, School Of International Business
    Seneca College Of Applied Arts And Technology Jan 2004 - Aug 2004
    Toronto, Ontario
    Taught Trade Research & Market Analysis and Strategic Marketing Planning.
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  • Sgs
    Global Marketing Executive
    Sgs 2002 - 2003
    Responsible for strategic market research and for the coordination of global marketing communications for the Minerals Division.
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  • Lakefield Research Limited
    Director Of Marketing
    Lakefield Research Limited 1998 - 2002
    Lakefield, Ontario
    Responsible for strategic market planning, market research, marketing communications and services and coordination of global sales and marketing efforts.
  • Eco-Tec Inc
    Marketing Group Leader
    Eco-Tec Inc 1994 - 1998
    Pickering, Ontario
    Responsible for global marketing of water treatment systems including market planning, product development, sales promotion activities and liaison with North American sales force and international distributors.
  • Eco-Tec Inc
    Manager, Process Engineering
    Eco-Tec Inc 1987 - 1990
    Pickering
    Managed chemical engineers and technicians. Responsibilities included development of technical sales proposals, technical training of staff and technical support liaison with R&D, Sales & Marketing and Mechanical Design Engineering staff.
  • Eco-Tec Inc
    Laboratory Technologist/Process Engineering Technologist/Lab Supervisor
    Eco-Tec Inc 1979 - 1987

Cathy Fletcher, Mba, Cfp, Cpca Skills

Retirement Planning Financial Planners Mutual Funds Estate Planning Retirement Wealth Management Investment Strategies Strategic Planning Investment Advisory Strategic Financial Planning Disability Insurance Investments Financial Planning Critical Illness Management Risk Management Leadership Customer Service Wealth Finance Cash Flow Forecasting Small Business Pensions Wealth Management Services Tax Planning Retirement Services Retirement Plans Retirement Income Strategies Insurance Planning Mortgage Planning

Cathy Fletcher, Mba, Cfp, Cpca Education Details

Frequently Asked Questions about Cathy Fletcher, Mba, Cfp, Cpca

What company does Cathy Fletcher, Mba, Cfp, Cpca work for?

Cathy Fletcher, Mba, Cfp, Cpca works for Caring For Clients

What is Cathy Fletcher, Mba, Cfp, Cpca's role at the current company?

Cathy Fletcher, Mba, Cfp, Cpca's current role is Financial Planner at Caring for Clients.

What is Cathy Fletcher, Mba, Cfp, Cpca's email address?

Cathy Fletcher, Mba, Cfp, Cpca's email address is ca****@****oup.com

What schools did Cathy Fletcher, Mba, Cfp, Cpca attend?

Cathy Fletcher, Mba, Cfp, Cpca attended York University - Schulich School Of Business, Ryerson University.

What skills is Cathy Fletcher, Mba, Cfp, Cpca known for?

Cathy Fletcher, Mba, Cfp, Cpca has skills like Retirement Planning, Financial Planners, Mutual Funds, Estate Planning, Retirement, Wealth Management, Investment Strategies, Strategic Planning, Investment Advisory, Strategic Financial Planning, Disability Insurance, Investments.

Who are Cathy Fletcher, Mba, Cfp, Cpca's colleagues?

Cathy Fletcher, Mba, Cfp, Cpca's colleagues are Alexandra Boland, Cfp®, Morgan Ulmer, Cfp®, Sara Ready, Cfp®, Carol Burke, Ba, Cpa, Cga, Jenny Da Silva, Christine Janes.

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