Kathy Simard CFP, FLMI, CHS

A certified financial planner with over 30 years experience in the financial services industry, Kathy focuses on a select clientele to provide preferred service, creating comprehensive strategies to enhance her clients’ financial success.

Kathy’s life journey has been about balancing her career with the needs of a family and is now a working grandmother of three young grandchildren. She completely understands the juggling act that so many women and families are dealing with today. Kathy has a keen interest in healthy living – physically, emotionally and financially.