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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 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.
My wife and I have known Kathy Waite and have been a client of hers for over 18 years. Kathy has been a wealth of information for us from financial planning, budgeting, and estate planning. She has been instrumental in planning for our retirement to make sure our financial goals are met and are realistic. We meet frequently and she always answers our questions. She offers suggestions for us to consider when looking to our future and always has our best interests in mind. I don't know where we would be if we didn't have Kathy... read more
Kathy Waite is a caring, engaged, and knowledgeable financial advisor who has supported our family since 2015. She guided us through a decade of planning for retirement, offered assistance to our adult children as they entered the workforce, helped us manage an out-of-country inheritance, and advised on the financing and then the sale of our home. This year we entered retirement, financially secure and confident about the future. Kathy has been a trusted guide through life’s financial changes. With an unbiased and reasonably... read more
Kathy Waite has been our/my consultant for 18 years now. I remember our first meeting when she came to the farm to meet and present what she could offer us. Heartfelt, honest, informative and mindful of our needs. Little did I know she would be a bit of a saviour of sorts when my husband passed away suddenly almost 3 years ago. I was so unsure of how I needed to move forward in life let alone the finances. Kathy spent much time consulting me and guided me in simplifying my Corporate and Personal Accounts, plus helped map a r... read more
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 15 reviews.
When is Your Net Worth Manager open?
Your Net Worth Manager is closed now. It will open at 10:00 a.m.
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