Find a CEA

A practical, balanced, and realistic approach, educating individuals on fundamental financial options, and decision making.

Services:  Insurance & Investments for individuals, corporations

Background, Experience & Education:

- Litigation & Appeal, Court Mediator (Family & Commercial)

- Business degree, Law Study, Mediation/Arbitration

I am a Financial Advisor located in Osoyoos BC.  I've been practicing for 30 years, fully licensed for investments with the MFDA in BC and AB, life licensed in BC and AB, specializing in Retirement Income Planning and Legacy Planning.  I am a Certified Professional Consultant on Aging.I am also an associate with GIC Direct providing banking products across Canada.

Designations:  HBSc. in Geology, CPCA

We have been in business since 1992. We provide advice and solutions to financial problems for clients in the areas of Protection, Accumulation and Retirement.  Implementing a financial plan for our clients that addresses risk management, increasing wealth and retirement planning allows us to always be objective-based when it comes to any recommendations we present to our clients.  

Springrocc draws together industry experts and talented resources who are deeply committed to addressing your financial well-being with a particular focus on wealth, tax, and estate planning for both individuals and businesses. Springrocc provides a wide range of insurance and asset management solutions for individuals, families, and business owners. We believe that trust is built on four facets: Benevolence, Integrity, Dependability, and Competence. Whether handling policy claims, growing and protecting your retirement and investment savings, or providing mental health support for our team, we are committed to improving your life.

Chartered Professional Accountant's office with two CPAs, three tech and two admin.  We prepare personal and corporate returns as well as estates and trusts.   We have a small list of American clients that we do 1040 returns for. 

I am a Registered Nurse Specialist with experience in Palliative Nursing Care, Oncology Therapies, and Community and Hospital Nursing Care.  I have been  assisting patients and their families for over 20 years in planning and preparing for complications associated with their chronic health needs.  

I am an employee with MBI Financial Inc for 27 years.  I specialize in selling guaranteed investment products, life insurance products and mutual fund products.  I am life insurance licensed as well as mutual fund licensed.  I have completed the course in Registered deposit broker also.  In the branch office that I work in - Ridgetown - do the estate paperwork for my clients to make the necessary changes to their accounts when their loved ones have passed on. 

As a Project Manager with 20+ years of experience, I have the ability to look at the big picture and breakdown each action item into manageable steps.

Happy to help you in any way possible

Holistic, professional financial planning advice and solutions from cradle to grave

BA - Psychology and Sociology

CFP - Certified Financial Planner

EPC - Elder Planning Counselor

A Certified Financial Planner (CFP®️) and Responsible Investment Specialist (RIS) with over 22 years of financial services experience, Catrina's team provides comprehensive financial, estate, and wealth protection planning for her clients.

Working with individuals, multi-generational families, and business owners, she believes every person should have a holistic financial plan that they understand. A plan that adapts as life happens and remains current to capitalize on valuable opportunities as products, strategies, and tax laws evolve.

Catrina's team creates plans that not only focus on preserving, growing, and transferring wealth to the next generation, but also on protecting your assets along the way.