Find a CEA

I am Christine Connolly, Associate Advisor at Sunlife Financial.

What I do is free you of your deepest financial fears and help you find peace of mind by building a secure wall around you and your money.

I get you on track and keep you track, with your long term financial freedom goals, so your money doesn't run out before you do.

Advocating for women and family and small businesses, Kathy has helped to start, grow, expand and plan for succession with businesses to ensure their longevity. She has owned and operated her own businesses, both independent and franchises.

She holds degrees from the University of Windsor (Honours Bachelor of Commerce), Heriot-Watt University (MBA, MSc.), Western University (MPA), Osgoode Law School (certificate in adjudication) and Harvard University (certificates in negotiation and conflict resolution). As a financial advisor, she also maintains her life insurance licence and mutual fund licence.

Kathy has 20+ years of experience in the automotive industry, residential and commercial rentals, car washes and land development. She does consulting for small business on strategic planning, financial planning and bookkeeping, she taught finance workshops for non-financial persons and helps families and individuals establish long term financial planning and estate planning.

With over two decades of experience, I specialize in helping families and successful entrepreneurs maximize their wealth.

As a Chartered Accountant (CA), I offer personalized solutions to enhance your financial growth, focusing on strategic investments and efficient tax management. My goal is to guide you through the complexities of taxation, ensuring both the growth and preservation of your assets.

Tom Corsmeier Tax Services has helped improve people's finances and quality of life for over 20 years.

We strive to listen carefully to our clients when identifying their needs and making recommendations.

We specialize in financial advisement, investments, and insurance solutions as well as personal tax services, final returns, and trusts.  

For many years as a CPA,
CA advising companies and their owners in financial matters, assisting individuals,
executors and trustees in pre-planning and/or administering estates is a
consistent continuation of service. Settling an estate can be difficult,
complicated and time consuming. I help navigate the process and co-ordinate the
group of parties involved – as examples - lawyers, accountants, financial
institution(s) and investment managers. 

Certified Financial Planner helping clients develop their retirement plan.  

We focus on tax planning, investment portfolio's, pension transfers from previous employers, cash flow analysis and providing direction to individuals and businesses achieve their financial goals.

CH Financial Group Inc. is committed to providing exceptional insurance solutions and exploring both public and private market opportunities. Our mission is to enhance the financial well-being of our clients by offering comprehensive and innovative services. We strive to deliver personalized advice, maintain the highest standards of integrity, and foster long-term relationships built on trust and excellence. 

As a child I was precocious, competitive and loved learning, math and numbers came easy for me. When I was eight, I got my first job, selling greeting cards door-to-door, and depositing hard-earned dollars into my bank account. While I loved making money, I was very intentional about how I spent it, I always had a goal - my bike, my watch, my camera. I became very self-sufficient. I thought being a CPA would be ideal, but it wasn’t just the numbers I loved, it was more the influence I could have in helping others.

When I became a financial advisor, I quickly learned that, while I loved managing money, to my female clients, money and investing made them feel overwhelmed, uncomfortable and less than capable. I knew these women were smart and capable, so I began to focus on them, what was important to them and then steadily engaging them in the world of finance in a way that empowered them.

That’s why my true purpose is about creating an environment where every woman and their family is encouraged to learn, to grow and to gain the knowledge they need to feel confident in their financial future.

I use a savvy, confident lifestyle approach to address the unique challenges that face many women. By gently guiding them through my established process, I design prioritized goals that are aligned with their values and vision. A personal investment strategy is created to balance their desire for safety with their need for income and growth.

If this approach appeals to you and your family, please call me.

I joined Edward Jones after a successful career as a Chartered Professional Accountant. I proudly earned a Bachelor of Commerce degree from the University of Saskatchewan. More recently, I achieved the Certified Financial Planner®, the Designated Financial Services Advisor (DFSA™) and the Certified Executor Advisor (CEA) designations.

I am active in the Saskatoon community, and am on the U of S Board of Governors, and I chair the boards for Quint Development Corporation and the People Bridge Advocacy. In 2017, I was nominated for a YWCA Women of Distinction Award.