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.