“How can I help in a way that’s meaningful to you?”
When we retire, it is not uncommon to feel both optimism and uncertainty. We look forward to years of freedom as our career and parenting commitments come to an end, but worry that the financial resources we worked so hard to build may not be sufficient—or managed properly—to support the unique and independent lifestyles we crave.
Kathy Duguay, a leading CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience in banking and high net worth retirement and estate planning, is committed to removing the fears and complexities that surround retirement investing. By building relationships that are transparent, supportive, and founded on trust, she helps clients transform their post-career years from just a life chapter to a brand-new story, one that is distinctive and compelling for each individual.
Money and investments can be deeply personal matters for many people, and Kathy thrives on her close relationships with clients. She finds that listening to their needs, sharing great advice, and just catching up inspires people to become more engaged and motivated in their financial affairs, and their retirement planning in general. The result is better-informed clients who feel appreciated and understood, and who can retire with confidence.
As one loyal client puts it, “over the years Kathy has become a close friend and personal confidant. Her professionalism (and) drive towards excellence has made her a strong partner in successfully attaining and surpassing our financial goals.”
One of Kathy’s core values is giving back to the community, which she demonstrates through her support for the MS Society of Canada and Alzheimer Society of Canada, two organizations whose work has touched the lives of Kathy’s own family, and those of IG clients.
Based in Whitby, Kathy shares her love of nature and passion for learning with her husband and two daughters. In her leisure time she travels, reads, and keeps fit with yoga, cycling, and hiking.