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Your partner in success.
Thoughtful guidance,
Quality results

With Kat by your side, you’re not just managing finances,

YOU are building an EMPOWERED future.

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A seasoned Financial Professional and former BMO Financial Services Manager, Kat is passionate about elevating financial literacy, especially within the Filipino community. Known for her compassionate approach and insightful guidance, Kat identifies key areas for growth to help you save, invest wisely, and make informed financial decisions.

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Your Go-to Advisor

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Trust Kat to be your 'KATuwang sa inyong financial future,' guiding you every step of the way.

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Life Insurance

Life is full of uncertainties, but with the right life insurance plan, you can ensure your loved ones are financially secure, even if the unexpected happens. Kat will help you choose the best coverage to protect what matters most, offering peace of mind and a strong financial foundation for those you care about.

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Wealth & Investments

Building wealth is about more than just numbers; it is about planning for a future that aligns with your dreams. Kat provides personalized investment strategies to enhance your assets, guiding you towards financial independence and a secured future.

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Debt Management

Debt can be overwhelming, but a clear strategy can turn it into a manageable path to financial freedom. Kat offers expert guidance to help reduce your debt efficiently, prioritize repayment plans, and ultimately help you regain control of your finances.

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Travel Insurance

Travelling should be about adventure, not anxiety. Kat’s travel insurance options provide a safety net for unexpected events, from medical emergencies to trip cancellations. Enjoy your journeys with the confidence that you’re financially protected wherever life takes you.

Dedicated to Your Financial Growth and Security

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Financial Coaching

Understanding your finances is the first step to achieving your goals. With Kat’s personalized financial coaching, you’ll gain the skills and confidence to make informed financial decisions, set achievable goals, and create a lasting impact on your financial health.

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Living Benefits

Prepare for life’s unexpected moments. Living benefits insurance helps cover expenses if you face a serious illness, accident, or disability. This will ensure your focus on recovery, avoiding financial mishaps.

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Pre-Planning

Planning for the future means thinking ahead, even for life’s most difficult moments. Pre-planning helps relieve the burden on your loved ones during an emotional time, ensuring that your wishes are met and providing them with peace of mind.

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Newcomers Finance

Moving to a new country brings both opportunity and financial challenges. Kat specializes in helping newcomers to Canada navigate the complexities of the Canadian financial system, from budgeting and saving to understanding insurance and investments, setting you up for a stable and prosperous future in your new home.

Take advantage of an exclusive opportunity to reduce your home insurance costs by up to 32% with Insurely, my trusted partner.

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In just 10 minutes, you can easily get a personalized policy tailored to your needs—completely online, with no paperwork or hassle.

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Affiliations

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Our Insurance Partners

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Our Investment Partners

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Contact
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