Kathi worked with TD Canada Trust for over 24 years. While she held many positions during her tenure, Kathi’s longest and most satisfactory career move was to that of a financial advisor. Her professional area of expertise is that of personal and business lending.
In search of a career change, Kathi left TD Canada Trust to join Lazar-Wealth Succession Strategies in June of 2006 as Executive Assistant to Isaac Lazar.
Her strong customer service philosophy and the desire to assist people in meeting their financial goals was the perfect fit for this career move.
Kathi has successfully completed the Canadian Securities and Professional Financial Planning Courses, and is a member of the Investment Funds Institute of Canada. It is these credentials that enhance and support her ability to manage our relationships and provide superior client support. She has a passion for dealing with people; she believes everyone has a story to tell.