“Katherina is caring, passionate, knowledgeable and genuinely interested in achieving the best for me and my financial planning, making her a genuinely professional advisor. Since a colleague of mine introduced Katherina to me in 2014, it has been delightful to work with her. Instead of attempting to sell as many products and services as possible, Katherina has gone out of her way to understand what I truly needed and was capable of achieving. When I was still a part-time graduate student with a significant tuition fee loan, Katherina advised me to focus on my studies and settle my debt. When I decided to immigrate to Canada, Katherina helped me adjust my planning to have enough cash for financial security and keep my investment portfolios growing. To me, Katherina is more than just a financial advisor. She is a caring friend who has looked after my affairs with great love and responsibility.”

Constantine Nguyen Thanh Trung

“Thank you Katherina for her services and professional advice for financial products and claims. Smooth and easy processes for claims applications. Recommendation financial products to ensure I have adequate retirement savings in style.”

Koh Hui Yan

“Katherina supported me in my darkest period. After my husband passed away, my life was completely turned upside down. She helped me replan my family’s coverage and ensured my son and I were covered with the essentials. Her plans met my new priorities in life without overburdening my financial circumstances. Katherina is detailed, committed to her work and most importantly she has the right heart for this job. The right insurance plan and a good agent are to meet our needs when the times are bad. Katherina has done that for me. ”

April Xie