Katrina Lyons, CFP
Founder
- Visionary Wealth Planning
Professional Information
Katrina
Lyons, CFP
Founder
Visionary Wealth Planning
Insurance
Education, Honors & Awards
Seneca College of Applied Arts and Technology
Dental Assisting- Seneca College of Applied Arts and Technology, 1985
(1985)
Certified Financial Planner- Financial Planning Standards Council (FPSC); Financial Planning Standards Council (FPSC)
Personal Information
Canada
Ontario
Oakville
Advocis-past president and various chairs withing organization
Singing; Traveling; Reading; Health & Fitness
More than 25 years
Katrina Lyons is Founder of Visionary Wealth Planning, a collection of independent financial advisors who have various backgrounds of expertise. Working directly for the client, Visionary Wealth Planning does not represent any one insurer or investment company. Katrina is a Certified Financial Planner of the Financial Planning Standards Council (FPSC) and is highly skilled in financial planning, which includes retirement and estate planning using life and health insurance as well as various investment vehicles and tax shelters. She is skilled in communications, entrepreneurship, sales training and management. Katrina is in the process of obtaining her Chartered Life Underwriter Designation and will continue her education with other industry relevant designations.
Katrina believe in supporting women entrepreneurs and emerging female professionals who are generally entering a male-dominated world. By supporting one another, she believes that women will be able to gain more respect and recognition and be able to prove themselves more easily to their toughest critic, their own self. She is currently mentoring two females and will continue to add members to her team. When she has spare time, Katrina enjoys singing, traveling, reading, and health and fitness.
Insurance; Life Insurance; Communications; Dental Assistance; Entrepreneurship; Financial Advisement; Sales Management; Financial Planning; Fixed Annuities; Estate Planning
