Cathie Hurlburt

Cathie Hurlburt

Senior Financial Planner
Assante Financial Management Ltd.

Five Star Wealth Manager Award in 2011, 2012, 2013
The Advisor of the Year BC Winner 2003

Cathie Hurlburt has received numerous awards for her work as a financial advisor, including the Five Star Wealth Manager Award in 2011, 2012 and 2013. She was named BC’s Advisor of the Year in 2003 by Advisor’s Edge Magazine. Cathie is a partner and Senior Financial Planner at Integrated Planning Group. She has been providing financial planning services and advice to clients since 1987. Cathie is licensed with Assante Financial Management and is also a licensed life, accident and sickness insurance agent.

Previously, Cathie worked for a trust company and a life insurance company. Born and raised in Toronto, Cathie attended Wilfrid Laurier University where she earned her Bachelor of Business Administration degree. Cathie became a Chartered Financial Planner and Registered Financial Planner in 1991, received her Chartered Life Underwriter designation in 1995, Certified Financial Planner in 1996, her Financial Management Advisor in 2001 and became a Certified Financial Divorce Specialist in 2003 and a Certified Health Specialist in 2011.

Clients appreciate her ability to translate complex concepts into simple English, and the way she focuses on the factors that make a difference in your life today and in the future. Cathie’s depth of expertise allows her to resolve difficult problems for her clients, and she takes care to educate them so they can make financial choices with confidence and peace of mind.

Cathie is co-author (with Mike Berton and Brian Goss) of How to Incorporate Financial Planning into Your Practice and is a committed advocate for the highest standards for Financial Planners. She is a former Financial Planning Standards Council (FPSC) board member and the former National Chairperson for The Canadian Association of Financial Planners (CAFP), now known as Advocis. Cathie is a member of the Vancouver Collaborative Divorce Group and also a member of the North Shore Alternative Family Dispute Resolution Group (formerly known as the North Shore Collaborative Law Group).

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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