Advisors

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.