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Are you looking for some one to trust who has experience in the real world life and finances of regular families .
You found her! Founder Kathy Waite has spent the last 30 years in financial services gaining experience ranging from success as a top 10% producer, training others and strategic management roles. A life long learner, scroll down to see her designations. Training with international banks and insurance companies Kathy learnt innovative methods to help her clients make the most of what they have and get ahead . Kathy Waite has had thousands of clients over the years with a variety of ages and backgrounds. She believes that if we have personal trainers for our bodies, we should have them for our finances as well. |
Proclaiming plans before products Kathy encourages families to know what they want and then she designs a plan to get them there.
Recognising procrastination is normal she is an excellent coach and motivator as well. No longer being a spring chicken she also realises life will always surprise us and plan "B" is a necessity. |
In 2011 tired of watching big firms treat clients like sales opportunities not real people Kathy stopped working for them and started working for YOU as an unbiased fee-only (fee for service ) Net Worth Manager (financial and retirement planner). Inspired by the positive changes taking place in Europe , Australia and New Zealand to separate out sales from advice.
Kathy is very happy to operate with no pressure from branch sales targets, hidden fees or commission bias.
A proponent of the multi-family office model, usually only available to the uber wealthy, she is dedicating her time to building a business replicating this for regular families who also need joined up advice but are short of time to seek trustworthy help .
Initially as Eureka Investor Guidance expansion in Summer 2014 has led to rebranding as “Your Managers” group of companies to develop divisions who will provide product on a fee only basis and a home for other professionals looking to escape the current system. in 2011 one person and now a team of seven .
My best selling programme is the Financial Health Check and a years support click here to find out more
Popular because it saves you money and gets results fast
Outside of Work
Never scared of a challenge in 2004 Kathy, her husband and son moved to Saskatchewan from Oxfordshire, England. Kathy's only son married an amazing Canadian lady in Sept 2014 and they both live in Regina. Its very hard for someone who considers their business to be fun to find time for other things but living on an acreage north of Regina ( see some pics here ) with horses, cat, dogs and chickens ( no longer allowed to take the truck to auctions after buying a pig and peacocks ) means quite a to do list . Having grown up in the country in England but lived in cities as an adult she loves the wide open spaces Saskatchewan provides. Travelling to see clients, she really appreciates the lack of road traffic but isn’t so keen on the -40 days.
Never scared of a challenge in 2004 Kathy, her husband and son moved to Saskatchewan from Oxfordshire, England. Kathy's only son married an amazing Canadian lady in Sept 2014 and they both live in Regina. Its very hard for someone who considers their business to be fun to find time for other things but living on an acreage north of Regina ( see some pics here ) with horses, cat, dogs and chickens ( no longer allowed to take the truck to auctions after buying a pig and peacocks ) means quite a to do list . Having grown up in the country in England but lived in cities as an adult she loves the wide open spaces Saskatchewan provides. Travelling to see clients, she really appreciates the lack of road traffic but isn’t so keen on the -40 days.
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Oh yeah and heres the boring bit ..........
Financial Planning Certificates. Chartered Insurance Institute (1996) Canadian Investment Funds Course. 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 Cash Flow Specialist (2015) Registered Retirement Consultant. The Canadian Institute of Financial Planning (2017) Kathy Waite, Regina, Saskatchewan Accepting two new clients a month October to June and July to September one. Clients across Canada, U.S.A and the U.K. |
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