Head of Client Services
Kathryn is the Co-Founder of Unitatis Wealth Group, which is the leading financial planning company that focusing on providing holistic financial plan, investment management, taxation and insurance consulting to clients. She is specialized in young people’s financial planning, especially new families with young kids.
Kathryn is a Chartered Life Underwriter (CLU), and is a candidate for the Certified Financial Planner (CFP) designation. She came to Canada in 2008 with a bachelor degree in Economics, and pursued her Master of Business Administration (MBA) degree in 2011. After that, she worked in one of the Fortune 500 companies Toyota for many years and focusing on customer relationship management.
In the past 5 years, she was focusing on family financial health study, and committed to using modern financial management methods to help young people realize financial freedom as earlier as possible.
Over the years, Kathryn has been involved in a number of young family communities with much of her time devoted to solve young families’ financial difficulties and let their wealth being stronger.