Cathy Okrafka (She/Her)
About Cathy Okrafka (She/Her)
Cathy Okrafka is a Client Engagement Specialist at IG Wealth Management in Guelph, Ontario, with over 20 years of experience in the financial industry. She holds a Bachelor of Arts in History from the University of Guelph and has previously worked in various roles, including Office Manager at Assante Wealth Management and Experience Manager at Champion Mortgage.
Work at IG Wealth Management
Cathy Okrafka has been employed at IG Wealth Management since 2020, serving as a Client Engagement Specialist. In this role, she focuses on enhancing client relationships and facilitating effective communication between clients and the organization. Her experience in the financial sector contributes to her ability to understand client needs and deliver tailored solutions.
Education and Expertise
Cathy Okrafka graduated from Glenview Park Secondary School before pursuing higher education at the University of Guelph. She earned a Bachelor of Arts (B.A.) degree in History from 1983 to 1987. Her educational background, combined with her extensive experience in the financial industry, equips her with a strong foundation in business development and client engagement.
Background
Cathy Okrafka has a diverse professional background in the financial services sector. She worked as an Office Manager at Assante Wealth Management from 2000 to 2008, where she gained valuable insights into office operations and client management. Following this, she served as Experience Manager at Champion Mortgage from 2009 to 2020, further developing her skills in client relations and service delivery.
Achievements
Cathy Okrafka possesses a robust skill set in business development, negotiation, budgeting, coaching, and sales management. Her years of experience in the financial industry have allowed her to cultivate these skills, making her a valuable asset in her current role at IG Wealth Management. Her expertise supports her efforts in fostering strong client relationships and driving business growth.