Kathleen Furmaniak
About Kathleen Furmaniak
Kathleen Furmaniak is an Associate Consultant at IG Wealth Management in Campbell River, BC, where she has worked since 2019. She specializes in comprehensive financial planning and has over 22 years of experience in the financial services industry.
Work at IG Wealth Management
Kathleen Furmaniak has been an Associate Consultant at IG Wealth Management since 2019. In this role, she provides financial planning services in Campbell River, BC. Her responsibilities include advising clients on various aspects of financial management, leveraging her extensive experience in the industry.
Previous Experience at IG Wealth Management
Before her current position, Kathleen Furmaniak worked at IG Wealth Management as a Financial Consultant for 22 years, from 1997 to 2019. During this time, she developed a strong foundation in financial services, focusing on client relationships and tailored financial strategies.
Expertise in Financial Planning
Kathleen Furmaniak specializes in comprehensive financial planning. Her areas of expertise include retirement planning, investment strategies, estate planning, tax optimization, and health planning. This diverse skill set allows her to address the varied financial needs of her clients effectively.
Risk Management Skills
Kathleen Furmaniak has a strong focus on risk management as part of her financial planning services. This expertise enables her to help clients identify potential financial risks and develop strategies to mitigate them, ensuring a more secure financial future.