Kathy Simard

President, Certified Financial Planner at Simard & Associates Wealth Strategies - Windsor, ON, CA

Kathy Simard's Colleagues at Simard & Associates Wealth Strategies
Meghan Roney

Associate Financial Advisor

Contact Meghan Roney

Kathy Simard's Contact Details
HQ
845-535-3736
Location
Company
Simard & Associates Wealth Strategies
Kathy Simard's Company Details
Simard & Associates Wealth Strategies logo, Simard & Associates Wealth Strategies contact details

Simard & Associates Wealth Strategies

Windsor, ON, CA • 5 - 9 Employees
Financial Services

We understand your goals and dreams are as individual as you are! Together we create clarity to help our clients attain their goals. We focus on pre- and post- retirement strategies and legacy planning. Our team also specializes in estate and succession planning, as well as transition planning for business ownersOur dedicated staff and team of financial specialists brings understanding to what may seem like a complex process.Working alongside our clients'​ existing team of professionals, including accountants and lawyers; we draw on our years of experience, knowledge and education to create an individualized wealth strategy.

Wealth Transfers Estate Planning Wealth Strategies Taxation Planning Wealth Protection Comprehensive Financial Planning
Details about Simard & Associates Wealth Strategies
Frequently Asked Questions about Kathy Simard
Kathy Simard currently works for Simard & Associates Wealth Strategies.
Kathy Simard's role at Simard & Associates Wealth Strategies is President, Certified Financial Planner.
Kathy Simard's email address is ***@simardandassociates.com. To view Kathy Simard's full email address, please signup to ConnectPlex.
Kathy Simard works in the Financial Services industry.
Kathy Simard's colleagues at Simard & Associates Wealth Strategies are Mara Derikx, Meghan Roney and others.
Kathy Simard's phone number is 845-535-3736
See more information about Kathy Simard