Kathy Kushner's Location
Vancouver, British Columbia, Canada
Kathy Kushner's Work
- Regional Vice President @ Corbeil Boudreau Groupe Financier
- Regional Vice President - Wealth Management Solutions @ National Bank Financial
- Manager - Wealth Management Solutions Group @ National Bank Financial
- Senior Financial Planning Consultant @ Scotiabank
- Financial Planning Consultant @ RBC Dominion Securities
- Financial Planner and Facilitation Specialist for Financial Planners @ RBC
- Leadership and Sales Manager @ RBC
Kathy Kushner's Education
- Insurance Council of BC
LLQP ( Living Benefits/Life Insurance)
2005 - 2005 - Canadian Financial Planning 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 - Canadian Securities Institute
Branch Compliance Officer ( Investments)
- University of Toronto
International Relations ( Multi Disciplinary Degree (Politics, Economics, Languages))
Kathy Kushner's Skills
- High Net Worth Family Wealth Planning
- Business Succession Discussions
- Philanthropic Strategies
- Practice Management
- Trust and Estate Planning
- Retirement Income Planning
- Development
- Estate Planning
- Investments
- Banking
Kathy Kushner's Summary
Kathy Kushner, based in Vancouver, British Columbia, Canada, is currently a Regional Vice President at Financière Banque Nationale, bringing experience from previous roles at National Bank Financial, Scotiabank and RBC Dominion Securities. Kathy Kushner holds a 2005 - 2005 LLQP in Living Benefits/Life Insurance @ Insurance Council of BC. With a robust skill set that includes High Net Worth Family Wealth Planning, Business Succession Discussions, Philanthropic Strategies, Practice Management, Trust and Estate Planning and more, Kathy Kushner contributes valuable insights to the industry. Kathy Kushner has 2 emails on RocketReach.
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