Kathy Kushner Email & Phone Number

Kathy Kushner Email & Phone Number

Regional Vice President - Wealth Management Solutions @ Corbeil Boudreau Groupe Financier

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Kathy Kushner's Location

Vancouver, BC, CA

Kathy Kushner's Work

  • Financial Planning Consultant @ RBC Dominion Securities
  • Leadership and Sales Manager @ RBC
  • Financial Planner and Facilitation Specialist for Financial Planners @ RBC

Kathy Kushner's Education

  • Insurance Council of BC

    LLQP (Living Benefits/Life Insurance)

    2005 - 2005
  • Financial Planners Standards Council

    CFP (Holistic Financial Planning)

    1994 - 1995
  • Canadian Securities Institute/Institute of Canadian Bankers

    PFP (Personal Financial Planning)

    1992 - 1994
  • Canadian Securities Institute

    CSC (Investments)

    1989 - 1989
  • University of Toronto

    International Relations (Multi Disciplinary Degree (Politics, Economics, Languages))

  • Canadian Securities Institute

    Branch Compliance Officer (Investments)

  • STEP Canada | The Society of Trust and Estate Practitioners (Canada)

Kathy Kushner's Skills

  • Practice Management
  • High Net Worth Family Wealth Planning
  • Philanthropic Strategies
  • Trust and Estate Planning
  • Retirement Income Planning
  • Estate Planning
  • Business Succession Discussions

Kathy Kushner's Summary

Kathy Kushner, based in Vancouver, BC, CA, is currently a Regional Vice President - Wealth Management Solutions at National Bank Financial, bringing experience from previous roles at National Bank Financial, Scotia Private Client Group and Scotia Wealth Management, RBC Dominion Securities and RBC. Kathy Kushner holds a 2005 - 2005 LLQP in Living Benefits/Life Insurance @ Insurance Council of BC. With a robust skill set that includes Practice Management, High Net Worth Family Wealth Planning, Philanthropic Strategies, Trust and Estate Planning, Retirement Income Planning and more, Kathy Kushner contributes valuable insights to the industry. Kathy Kushner has 2 emails and 1 mobile phone number on RocketReach.
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