Wealth Management
Cathy Guerra
Senior Client Service Associate
B.A.
Cathy is a Senior Client Service Associate at DJB Wealth Management Inc. with more than 20 years of experience in the financial services industry. After graduating from Brock University in 1995 with a degree in Business Administration and Politics, Cathy started her career at a financial securities dealership. She went on to complete the Canadian Securities Course and earned her Investment Representative license. Cathy continued to build her knowledge and experience by working at a mutual fund investment firm.
The cornerstone of Cathy’s success has been to act in the best interest of the clients she dealt with while maintaining a positive and professional attitude.
A lifelong resident of Niagara, Cathy is happily married with two school-age children and can often be found at the soccer field or hockey arena cheering on her children.
Contact Cathy Guerra
Related Services & Industries
Insights
March 1, 2024
12 Tips to a Brighter Future
Month Helpful Tip Create a budget and include lump sum items such as vacations and gifts. Ensure you […]
February 20, 2024
The Tax Free Savings Account
In 2009, the federal government introduced the Tax Free Savings Account (TFSA) to give Canadians another means to […]
November 3, 2023
Inflation, Interest Rates Will Have a Surprising Effect on Your Taxes Next Year
The Bank of Canada’s decision this week to hold its benchmark interest rate steady at 5% as it […]
July 31, 2023
Prioritizing The Security And Protection Of Our Client’s Assets
Fraudulent activities and scams continue to pose a risk to individuals and organizations alike. As part of our […]
July 12, 2023
Charitable Gifting of Securities
According to Statistics Canada, Canadians donate $10.6 billion annually to charitable and non-profit organizations for altruistic reasons. While […]
June 7, 2023
Psychology of Selling Your Business
Whether you’re an established business proprietor, a generational business owner, or an entrepreneur, you’ve put your heart and […]
May 18, 2023
Staying Calm When Markets are Volatile
Why Avoiding Short-Term Performance Figures Can be a Sound Strategy In times of economic turbulence, it’s normal to […]
Have any questions?
Drop us a line, we look forward to hearing from you.