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Toll Free Phone - 866 833-8606
 Toll Free Fax -
866 209-5111

   











EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
BENEFIT TO YOU | VERIFIED CE CREDITS | TUITION | FAQ'S | LIVE CLASS SCHEDULE
DISTANCE LEARNING | GRADUATE COMMENTS | EPC MEMBERSHIP | CODE OF ETHICS
MEET THE FACULTY MEMBERS | COMPLAINTS AND COMPLIANCE | OUR PARTNERS
MEDIA | MEMBER LISTING | MEMBER UPDATE | MEMBERSHIP RENEWAL | CONTACT US

 


Ms. Kathryn Wright, BA., PFP., CFP., EPC
Faculty Member
Kingston, ON

Kathryn is a financial services professional with thirty years extensive and varied experience in bank, trust, brokerage, mutual fund and insurance company environments.  

She has worked in senior and responsible positions in the financial industry in Toronto and in New York and returned to Kingston where she was raised. She joined Kingston Financial Centre in 2005. Kathryn assists individuals to understand, plan and reach their financial and personal goals with a particular emphasis on investment, insurance and estate and legacy planning. 

While she has been a guest speaker many times including classes for local college and university students on Elder Law, and Financial Planning; with a retirees association on Benefits, Group Pension Plans and the need for out of country travel insurance; with the university staff association on Elder Planning; and with a local funeral home on the need for pre-planning.  

Kathryn has also experienced first hand many aspects of Elder Planning – emotional and financial - from care of a terminally ill parent through settlement of the estate.  

She has appeared as a guest expert for CKWS TV – Corus and local radio stations, written articles in The Whig Standard and Profile Magazine.  

Kathryn is a graduate of Queen’s University.  

She is active in the Kingston community primarily with church work, as a Governor of Kingston General Hospital and with the University Hospitals Kingston Foundation. In 2008 she was honoured as one of the World Charity Award recipients. She is a happy golfer and improving curler.


EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
BENEFIT TO YOU | VERIFIED CE CREDITS | TUITION | FAQ'S | LIVE CLASS SCHEDULE
DISTANCE LEARNING | GRADUATE COMMENTS | EPC MEMBERSHIP | CODE OF ETHICS
MEET THE FACULTY MEMBERS | COMPLAINTS AND COMPLIANCE | OUR PARTNERS
MEDIA | MEMBER LISTING | MEMBER UPDATE | MEMBERSHIP RENEWAL | CONTACT US

 

Canadian Initiative for Elder Planning Studies Inc.
203-4438 Ontario Street

Beamsville, ON L0R1B5

Toll Free Phone 866 833-8606  Toll Free Fax 866 209-5111
 

This web site Copyright © 2018 Canadian Initiative for Elder Planning Studies





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