Kathy Waite

“I get the most satisfaction out of working one-on-one with clients, educating and motivating them down the path of financial success”

Kathy Waite Regina SaskatchewanKathy Waite has spent the last 25 years in financial services in various roles. In these positions Kathy benefited from world-class training. She was initially tied to one insurance company's products (and hated it!) and then with independent practices (which was slightly better) ranging in size from an international bank to a 10-person practice.

Kathy has had 1000s of clients over the years ranging from a variety of backgrounds. She believes if we have personal trainers for our bodies we should have them for our finances as well. Her passion is for educating clients to ask the right questions and motivating clients to keep on pursuing and achieving their goals.

In 2004 she moved to Saskatchewan from England and worked with a Regina wealth and estate planning group licensed for insurance and mutual funds sales.

In 2011 Kathy stopped working for big companies and started working for her clients as an unbiased fee-only Net Worth Manager (financial planner). Kathy is very happy to operate within her new business model with no hidden fees and no commissions.

Kathy lives on an acreage north of Regina with her husband, horses, cat, dogs, pot belly pig, chickens, and a peacock. She loves the wide open spaces Saskatchewan provides. Travelling 50,000 km a year to see clients she really appreciates the lack of road traffic but isn’t so keen on the minus 40 days.

Financial Planning Certificates. Chartered Insurance Institute ( 1996 )
Canadian Investment Funds Course The Investment Funds of Canada ( 2005)
Life Licence Qualification Programme ( 2005 )
Labour Sponsored Investment Funds Course ( 2006)
Certified Senior Advisor . Canadian Academy of Senior Advisors ( 2007)
Canadian Association of Farm Advisors ( 2007 )
Certified Divorce Analyst , studying