Kathy Pilon
About Kathy Pilon
Kathy Pilon is an Associate Consultant at IG Wealth Management, where she has worked since 2016. She specializes in creating personalized financial plans and advocates for early saving and regular reviews to adapt to clients' changing needs.
Work at IG Wealth Management
Kathy Pilon has been serving as an Associate Consultant at IG Wealth Management since 2016. In this role, she utilizes a wide range of resources and superior products available through IG Private Wealth Management. Her focus is on developing effective financial strategies tailored to meet the unique needs of her clients. Kathy's comprehensive approach to financial planning includes setting planning targets and selecting appropriate financial vehicles to achieve those goals.
Education and Expertise
Kathy Pilon completed her high school education at Alberni District Secondary School from 1990 to 1993. This foundational education has contributed to her expertise in financial planning. She employs a comprehensive approach that incorporates both short-term and long-term strategic goals in her financial planning practices.
Background
Before joining IG Wealth Management, Kathy worked at Crown Isle Resort & Golf Community as a Sales & Catering Coordinator from 2010 to 2013. This experience provided her with skills in client relations and project management, which she now applies in her financial consulting role.
Achievements
Kathy Pilon has been involved in creating personalized financial plans that align with her clients' short-term and long-term goals. She advocates for the benefits of early saving and financial planning, supported by research from the Financial Planning Standards Council. Kathy emphasizes the importance of regular reviews and adjustments to financial plans to accommodate life's changes, ensuring her clients remain on track.