Visionary Wealth Planning

Specialties

Business Insurance Solutions for individuals (Immediate Finance Arrangements, Executive Compensation, Key Man Insurance, Buy/​Sell Funding) and their employees (group health/​dental, RRSPs, Pension Plans) including Business Succession and Business Continuation Planning. Tax efficient wealth transfer for business owners and the affluent. We are not aligned to any one insurer or investment company. We source out the appropriate products and companies, according to your needs. We are happy to meet with you at your place of business or residence and serve clients in and around the Golden Horseshoe area, in addition to the GTA. We are commission based, there are no fees charged for our services and building a business relationship is mutually agreed upon only once we have provided you with a thorough analysis of your current financial position and made recommendations. Looking forward to helping you achieve all your personal and business financial goals.

History

Established in 2015.

After 5 years in the corporate world, training and mentoring others, Katrina has returned to her roots and passion of working directly with clients. Having had exclusive relationships with some key players in the industry for the bulk of her 27 year career she felt that the client was not always being best served, due to restrictions that were imposed on her. Believing that the client’s best interests need to always come first she knew that working as an independent insurance and investment broker was the only solution for her clients. While Visionary Wealth Planning is «new» the individual behind is not. Visionary Wealth Planning’s tag line «Inspired Integrity» represents the firm’s desire to always provide customized creative solutions stemming from a foundation of integrity. We are a commission based company so consulting with us is always free of charge. Building a business relationship is mutually agreed upon once we provide you with a thorough analysis and recommendations.

Meet the Business Owner

Katrina L.

Business Owner

Katrina has over 27 years of experience in the financial services industry working with individuals as well as business owners. She attained her Certified Financial Planner designation in 2007 and is presently pursuing her Chartered Life Underwriter designation. She believes in staying current on issues through continuing education. By building long term relationships with her clients she is able to have a clear understanding of their personal as well as professional goals in order to make customized recommendations. Every individual has unique needs; Katrina strives to match products and services to those needs rather than promoting any one company or product.

While office space is in Toronto, Katrina lives in Oakville and has clients throughout the GTA. Most meetings are conducted at the client’s place of business, over lunch or in their home evenings and even weekends. Convenience for the client is key.