As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Henry Katz, CFP®, RFP*, FCG, CEA
- Certified Financial Planner (CFP®)
- Registered Financial Planner (RFP) *
- Fellow of the Chartered Governance Institute (FCG)
- Certified Executor Advisor (CEA)
Henry Katz is President & CEO, Katz Wealth Management Services, providing professional financial advice and wealth management services to a wide range of clients.
Katz works closely with people to plan their financial future. He achieves financial aims by educating clients and identifying financial needs which includes tax planning, retirement planning, money management strategies and estate planning. He provides risk management advice and customizes financial strategies to meet life goals.
Admired by clients for his financial guidance, and highly respected by colleagues, Katz is a leader in ethics in financial planning and has a loyal clientele. Katz has been a financial planner and wealth management advisor for more than 25 years and he founded his own practice.
As a long-term Finance professor at Sheridan College and a sought after public speaker and educator in financial planning, Katz served as lead curriculum developer and coordinator and specialized financial planning program advisor for Sheridan's Financial Planning and Wealth Management post-graduate program and also as Coordinator of the undergraduate Business Finance program. He taught many financial planning students and has authored numerous finance texts and articles.
Katz began his career as a manager in public accounting and moved on to the Canada Revenue Agency as a business auditor in taxation. He also operated a very successful management accounting service for a number of years before becoming a finance business professor and starting his own financial planning firm to help people manage their wealth for a lifetime of financial well-being.
* In Canada, the Registered Financial Planner (RFP) designation is administered by The Institute of Advanced Financial Planners.
Bradley Katz
Bradley Katz is the Vice President of Katz Wealth Management Services, providing professional financial advice and wealth management services to a wide range of clients.
Bradley Katz began his career in 2001 in the Financial Service sector. He has successfully completed certificates in the IFIC Course, Canadian Securities Course and Conduct and Practices Course.
In 2001, Bradley completed his Professional Financial Planning Course.
Brad is a licensed Insurance Agent and offers to customize life insurance, disability, critical illness and long term care insurance to meet his client's needs.
His experience includes working for several large Canadian Investment Fund Companies and at a Schedule A Bank, where he was an account manager.
In 2003, he joined Henry Katz and has never looked back.
Brad has always dedicated his time to providing quality customer service, building and maintaining relationships and attending to all client needs. You will only expect the highest ethical standards from him.
Brad is married with 3 young children and enjoys an active lifestyle.