Kathryn Wright, Cfp, Cea, Epc, Cpca

Kathryn Wright, Cfp, Cea, Epc, Cpca Email and Phone Number

Certified Financial Planner, Certified Executor Advisor, EPC, CPCA, Business Coach, Principal - Wright Wealth Strategies @
Kathryn Wright, Cfp, Cea, Epc, Cpca's Location
Kingston, Ontario, Canada, Canada
About Kathryn Wright, Cfp, Cea, Epc, Cpca

A business and financial services professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.Coaches and assists others understand, plan and reach their personal and financial goals with a particular emphasis on wealth building, investment, insurance and estate and legacy planning.Frequent speaker on Estate Planning; Elder Law and Financial Planning; Pre-Planning and Legacy Planning; Benefits and Group Pensions.Faculty member of the Canadian Initiative for Elder Planning Studies.Specialties: Estate and Legacy Planning; Investments; Insurance; Business Coach

Kathryn Wright, Cfp, Cea, Epc, Cpca's Current Company Details
Wright Wealth Strategies

Wright Wealth Strategies

Certified Financial Planner, Certified Executor Advisor, EPC, CPCA, Business Coach, Principal - Wright Wealth Strategies
Kathryn Wright, Cfp, Cea, Epc, Cpca Work Experience Details
  • Wright Wealth Strategies
    Certified Financial Planner, Elder Planning Counselor, Pfp, Cpca, And Principal
    Wright Wealth Strategies Sep 2013 - Present
    Kingston, Ontario
    Estate PlanningLegacy PlanningInvestmentsInsurance
  • Kingston Financial Centre
    Certified Financial Planner, Elder Planning Counselor, Certified Divorce Financial Analyst,Cpca
    Kingston Financial Centre Nov 2005 - Aug 2013
    Ontario, Canada
    Estate and Legacy PlanningInvestmentsInsurance
  • Md Management
    Senior Financial Consultant
    Md Management 2000 - 2003
  • Cibc Financial Planning
    Investment Specialist
    Cibc Financial Planning 1996 - 1999
  • Cibc Wood Gundy
    Retirement Specialist And Associate Financial Consultant
    Cibc Wood Gundy 1992 - 1996
    View
  • Cibc International Private Banking
    Manager, Senior Product Manager, Manager Marketing
    Cibc International Private Banking 1986 - 1992

Kathryn Wright, Cfp, Cea, Epc, Cpca Skills

Investments Insurance Travel Insurance Retirement Disability Insurance Retirement Planning Health Insurance Segregated Funds Retirement Savings Critical Illness Term Life Insurance Estate Planning Wealth Management Personal Finance Risk Management Financial Planners Strategic Financial Planning Life Insurance Long Term Care Finance Pensions Investment Advisory Employee Benefits Financial Advisory Group Benefits Financial Planning Long Term Care Charitable Gift Planning Philanthropy Legacy Giving

Kathryn Wright, Cfp, Cea, Epc, Cpca Education Details

Frequently Asked Questions about Kathryn Wright, Cfp, Cea, Epc, Cpca

What company does Kathryn Wright, Cfp, Cea, Epc, Cpca work for?

Kathryn Wright, Cfp, Cea, Epc, Cpca works for Wright Wealth Strategies

What is Kathryn Wright, Cfp, Cea, Epc, Cpca's role at the current company?

Kathryn Wright, Cfp, Cea, Epc, Cpca's current role is Certified Financial Planner, Certified Executor Advisor, EPC, CPCA, Business Coach, Principal - Wright Wealth Strategies.

What schools did Kathryn Wright, Cfp, Cea, Epc, Cpca attend?

Kathryn Wright, Cfp, Cea, Epc, Cpca attended Queen's University.

What skills is Kathryn Wright, Cfp, Cea, Epc, Cpca known for?

Kathryn Wright, Cfp, Cea, Epc, Cpca has skills like Investments, Insurance, Travel Insurance, Retirement, Disability Insurance, Retirement Planning, Health Insurance, Segregated Funds, Retirement Savings, Critical Illness, Term Life Insurance, Estate Planning.

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