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Estate Planning Council of CANADA

Catherine Leahy

Catherine Leahy CFP®

 

Member profile details

First name
Catherine
Last name
Leahy
Organization / Company Name
Catherine Leahy CFP®
Province
Alberta
City / Town
Calgary
Picture / Headshot
Profession / Category
Financial Planner CFP/ PFP/ RFP
Phone number
4037966843
Office Address
26 Val Gardena View SW
Unit 338
Calgary, AB T3H 5Z5
Education / Professional Designation(s)
CFP
Insurance Licensed Alberta, B.C. ON
Certified Cash Flow Specialist
Prior MFDA/Branch Manager
Areas of focus or specialization
Comprehensive Financial and Estate Planning
Individuals and Small business,
Pre and Post retirement
Pension options

Simplifying complex financial matters to help clients Live Life Confidently™

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



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