Kathleen Bennett Email & Phone Number
VP, Planning and Wealth Strategy. @ Chronicle Wealth
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Kathleen Bennett Location
- Toronto, ON, CA
Kathleen Bennett Work
- VP, Planning and Wealth Strategy. @ (January 2026 - Present)
- Principal Accounting and Tax Planning Services and VP Marketing @ (October 2013 - January 2026)
- Director - Category Sales Development @ (August 2011 - June 2013)
- Leader - Sales and Marketing Capabilities Excellence @ (September 2009 - September 2011)
- Director Channel Category Sales Strategy and Corporate Tax and Pension and Trade Finance @ (September 1996 - September 2009)
- Senior Tax Manager @ (March 1992 - August 1996)
Kathleen Bennett Education
- Canadian Institute of Chartered Accountants
Corporate Reoganizations; Advanced Tax for Owner Managers; Completed 3 Year In-depth Tax Program (Corporate & GST Tax)
2015-2018 - Western University
Richard Ivey School of Business (Leadership Development Program)
2012-2012 - McGill University
Graduate Diploma in Accountancy (Business)
- Mount Allison University
Bachelor of Commerce (BCom) with Distinction
Kathleen Bennett Skills
- Trust Taxation
- Solution-oriented
- Interpersonal Communication
- Analytical Skills
- Special Events
- New Business Development
- Customer Marketing
- Marketing
- Certified Financial Planner
- Tax Law
- Corporate Tax Planning
- Social Media Marketing
- Wealth Management Services
- Account Management
- Project Management
- Succession Planning
- Financial Services
- Financial Audits
- Retirement Planning
- Sales and Marketing
- Tax Preparation
- Strategic Thinking
- Accounting
- Investment Strategies
- Financial Advisory
- Business Planning
- Tax Research
- Cash Flow
- Income Tax
- Presentations
- Communication
- Client Relations
- Business Advising
- Full Cycle
- Team Management
- Business Process Improvement
- Budgeting
- Corporate Governance
- Family Business
- Personal Tax Planning
- Personal Income Tax Returns
- Auditing
- Training & Development
- Tax Accounting
- Category Insights
- Category Management
- Category Analysis
- Integrated Business Planning (IBP)
- Financial Accounting
- Tax Planning
- Financial Planning
- Digital Marketing
- Executive Management
- Financial Reporting
- Strategic Partnerships
- Financial Analysis
- Business Development
- Negotiation
- Sales
- Team Leadership
- Tax Advisory
- Family Office
- Management
- Tax
- Cross-functional Team Leadership
- Business Strategy
- Finance
- Corporate Tax
- Marketing Strategy
- Investment Management
- Analytics
- Strategic Planning
- Pricing
- Investments
- Strategy
- Trade Marketing
- Forecasting
- Pricing Strategy
- Leadership
- Sales Management
- Customer Insight
- Brand Management
- Shopper Marketing
Kathleen Bennett Summary
- Kathleen Bennett, based in Toronto, ON, CA, is currently a VP, Planning and Wealth Strategy. at Chronicle Wealth. Kathleen Bennett brings experience from previous roles at Kerr Financial Group, Maple Leaf Foods Inc, Unilever and Nestlé. Kathleen Bennett holds a 2015 - 2018 Corporate Reoganizations; Advanced Tax for Owner Managers; Completed 3 Year In-depth Tax Program in Corporate & GST Tax @ Canadian Institute of Chartered Accountants. With a robust skill set that includes Trust Taxation, Solution-oriented, Interpersonal Communication, Analytical Skills, Special Events and more. Kathleen Bennett has 2 emails and 1 mobile phone numbers on RocketReach.
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