Kathy Tsonis has provided trusted financial planning advice to clients in the Tri-Cities community for over 30 years. Her personal commitment to help guide and coach her clients emanate her passion for financial planning. Her hard work and dedication has earned her several awards that highlight her personal and caring nature with clients.
After obtaining her Personal Financial Planning Designation (PFP), Kathy has taken a hands on approach to personalized investment, retirement and estate planning. She has obtained a wealth of knowledge and valuable insights through her experience working with clients in retirement. Many of her new clients have benefited from her knowledge and guidance in this area and are now enjoying their financial freedom. As a firm believer in continuing education, Kathy has actively pursued additional accreditations with regards to Wealth Management and Financial Planning. .
As a dedicated and active member of the Tri-Cities community, Kathy volunteers and has previously served on the Board of Directors for the Tri-Cities Youth Society and for Junior Achievement of BC. Having lost both of her parents to cancer in 2015, Kathy continues to volunteer with the BC Cancer Society as she has pledged to give back annually as part of her parents legacy.
Outside of the office, Kathy is a mother of two adult children and enjoys cooking, gardening, traveling and fitness training. Family is very important to her and she treasures the strong relationship she has with her brothers and children.
