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Guidance through all of life's stages

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We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

 

As an independent advisor who holds a CFP® Certified Financial Planner designation with over 35 years’ experience in the financial services industry, Kathy Blom’s mission is to help guide customers through their life stages. Kathy’s approach to financial planning is holistic, looking into all aspects of a person or family’s life, to develop a roadmap to financial freedom. When working with Kathy and utilizing the financial plan, peace of mind is achieved.


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Our Value Commitment

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ and employees' lives, to our local community and to our society.

Kathy Blom, CFP Photo

Kathy Blom, CFP

Financial Planner

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

Matthew Blom Photo

Matthew Blom

Investment Advisor

Manulife Securities Incorporated.

With 8 years’ experience in the financial industry, Matthew has a background in Lending, Investments, and Banking products. A fast learner, Matthew is currently assisting Kathy while continuing to educate himself in the industry. Currently Matthew is working towards attaining his Life Insurance designation, then proceeding onto a CFP designation.

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

Our Products & Services

Estate Planning/Trust Planning

  • POA's
  • WILL's
  • Child Trusts
  • Formal Trusts 
    • Addiction Planning
    • Disability Planning
    • Family Planning

Education Planning

  • Education Savings Accounts – RESP 
    • Government Grants 
      • Federal and Provincial
  • Education savings Trusts

Disability Planning

  • RDSP 
    • Government Grant and Tax credits

Banking

  • Mortgage Referrals
  • Banking Referrals

Retirement Planning

  • RRSP (locked and unlocked) 
    • RRSP loans
    • Tax efficiency
  • TFSA
  • Cash account - CAD/USD 
    • Tax benefits
  • RRIFS (locked and unlocked) 
    • CPP/OAS Maximization
  • Pension Planning

Tax Planning

  • CPP 
    • Maximization with RRIF and Pension Payments
  • OAS 
    • Immediate Income for current year
  • Tax Credits

Insurance Planning

  • Life Insurance
  • Disability Insurance
  • Travel Insurance

Investments

  • Mutual Funds
  • Segregated Funds
  • GIC's/Term Deposits
  • Savings Accounts
  • Stocks
  • Bonds
  • ETF's

My Retirement Tools

A collection of tools that can help guide you to achieve the retirement lifestyle you want.

Savings Calculator

Estimate how much you should save to reach your desired retirement lifestyle.

Contribution Calculator

See how an increase in your contributions can affect your retirement income.

Withdrawal Calculator

 See how a withdrawal can affect your overall retirement savings.

Investment Comparison Calculator

Compare the growth of two investment options using five strategies.

Retirement Income Calculator

Find out how long funds in a retirement income product will last.


Contact Us

For your convenience, send a message with the form below or call today!

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604-467-5211