Mary Kathryn Retzman
Investment Advisor
Mary Kathryn Retzman’s goal for every client is to utter these three words: “I get it.”
Financial fluency is Mary Kathryn’s wheelhouse.
The Certified Financial Planner and Investment Advisor, has been developing custom-tailored plans for Canadian families for almost two decades. Whether it’s purchasing a home, saving for kids’ education, or building a retirement nest egg, Mary Kathryn believes a financial plan must mirror the phase of life for its owner.
In 2013, Mary Kathryn received one of the most recognized industry distinctions from the Financial Planning Standards Council, now FP Canada for her rigorous standard of competence and experience.
For the last decade, Mary Kathryn has specialized in Portfolio Asset Allocation for clients at all points in their financial journey. She completed her designation as a Chartered Investment Manager in April 2017.
Outside the office, Mary Kathryn’s focus is family, with her husband Frank, raising their two young daughters Isla & Elin.