Financial Planner, Manulife Securities Incorporated.
Life Insurance Advisor, Manulife Securities Insurance Agency

A Financial Planner, Kathy Blom has been working in the banking industry for over 35 years. Kathy has worked in most areas of banking that is customer facing, always there whether it was as a teller, booking GIC’s, or lending. After Achieving her CFP designation in 2008 Kathy leapt at the chance to be able to help more with the investments that clients have and has not turned back. Now specializing in Retirement Planning, Tax Planning, and Estate Planning, Kathy has opened an independent planning office to better serve her clients and community. 

Kathy looks at engaging long-term holistic financial relationships to help guide not only individuals but family’s through their financial decisions in life. Every family is different, and every financial plan is developed to fit a family’s need throughout the years. Regular meetings ensure that the plan suits the family as they move through different stages of their lives.

Telephone: 604-467-5211
kathy.blom@manulifesecurities.ca

Manulife Securities Incorporated.

With 13 years’ experience in the financial industry, Matthew has a background in Lending, Investments, Banking, and Insurance. Matthew is currently an Investment Advisor working alongside Kathy with her clients while continuing to educate himself in the industry. Currently Matthew is working towards attaining his CFP designation.

Telephone: 604-467-5211
matthew.blom@manulifesecurities.ca