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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.

Canadian Chartered Professional Accountant (CPA, CA) with a general practice focusing on owner-managed businesses. We are the Canadian owner-managed business owner's choice for on-line professionally designated tax accountants.

Areas of practice include:
- assurance (audit & review engagements)
- tax advice, tax planning and tax preparation services, for individuals, partnerships, corporations, trusts and non-residents of Canada.
- deceased persons and estates; did you once agree to be an executor for someone's estate and now they have passed away? Being an executor is a daunting job which can consume more time than you ever imagined. We can help guide you through the tax compliance associated with an estate.

Area of professional interest: the use of technology in the work of professional accountants and tax practitioners to achieve work-life balance, enhance firm productivity with the end goal of increasing client value.

Specialties: service to Spanish and German speaking clients.

I have been a paralegal for over 25 years that specializes in Wills and Estates.  I am a member of the Alberta Association of Registered Paralegals.  In addition to preparation of estate planning documents I assist with probate and grant of administration and travel to client's homes where mobility is an issue. 

Lauren is an associate lawyer at Scharfstein LLP, a full-service law firm in Saskatoon, Saskatchewan. 

Lauren
maintains a general practice with a special focus on corporate and commercial
law, wills, trusts and estate planning, and estate administration. 

My goal is to safeguard families from unnecessary stress, delays, and costly mistakes by making sure they have the support and information they need throughout every aspect of life.