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Your Net Worth Manager
- Finance
- Regina, SK
About this business
Location details
4101 Rochdale Blvd, Regina, SK, S4X 4R3, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 1:00 p.m. to 7:00 p.m. | |
| Tue | 1:00 p.m. to 7:00 p.m. | |
| Wed | 1:00 p.m. to 7:00 p.m. | |
| Thu | 1:00 p.m. to 7:00 p.m. | |
| Fri | 1:00 p.m. to 7:00 p.m. | |
| Sat | 10:00 a.m. to 3:00 p.m. | |
| Sun | Closed |
Kathy Waite has been our personal financial advisor for over ten years. We first signed up with Kathy when we were experiencing financial fatigue and confusion! We had important financial decisions to make with little knowledge of what financial input we needed to make these decisions. We needed an experienced person to help us navigate through the sea of information. Kathy, a yearly fee for service financial advisor/ analyst, was recommended to us. We find Kathy to be very knowledgeable in all areas of finance and well info... read more
Kathy and I began working together after some major life changes in 2020. Kathy eased my fears when it came to managing my own finances and helped develop a plan that was appropriate for my life. Kathy is extremely knowledgeable when it comes to the world of finance. She is patient and understanding, and took time to help me feel confident when managing my finances. Kathy is also extremely trustworthy- which is an extremely important quality when working with someone who is providing financial guidance. During our years of w... read more
I stumbled across Kathy's website (Eureka!) quite a few years ago. I was curious about her 'flat fee' approach and enamoured with her philosophy: part-teacher, part-coach, part-counselor and a fulll-time encourager. My wife and I did not have as much to invest as most (all?) of her other clients but she never made us feel small or inadequate with any of the questions that we may have had or in the time she spent with us. For the first time, we had a financial advisor/coach who sought us out...someone who emailed us, wanted t... read more
Kathy is amazing! I have been with her since day one ( might have actually been one of her first clients). Highly recommend.
We have been working with Kathy Waite for a number of years now. She is very knowledgeable and someone we trust to help with all of our financial and life decisions. She is very easy to talk to and has been very helpful in the past (and present) with issues that have come up. She is always available when we have questions and explains things so we can understand and make informed decisions. We highly recommend Kathy to anyone who is looking for someone to help with achieving their financial goals.
Frequently asked questions about Your Net Worth Manager
How is Your Net Worth Manager rated?
Your Net Worth Manager has a 5 star rating with 18 reviews.
When is Your Net Worth Manager open?
Your Net Worth Manager is closed now. It will open at 1:00 p.m.
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