Behind every successful divorce plan is compassionate, expert guidance tailored to your unique situation. I collaborate with a trusted network of professionals who share my commitment to helping you make informed, confident financial decisions during this transition. Together, we’ll focus on protecting your long-term security and creating a clear path forward for you and your family.
CFP®, CLU, RFP, FMA, CFDS – Senior Financial Planner
Cathie is a partner and senior planner at Hurlburt Wealth. She has been providing financial planning services and advice to clients since 1987, and is licensed as a life, accident, and sickness insurance agent. 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 also extremely skilled at translating complex concepts into simple English, and she focuses on the factors that make a difference in clients’ lives today and in the future.
Certified Financial Planner®
Chartered Life Underwriter (CLU®)
Registered Financial Planner (RFP)
Financial Management Advisor (FMA)
Chartered Financial Divorce Specialist (CFDS)
Cathie has received numerous awards for her work as a financial planner in Vancouver, including the Five Star Wealth Manager Award in 2011, 2012 and 2013. She was named BC’s Advisor of the Year 2003 by Advisor Edge Magazine. Outside of work she enjoys spending time with her family and spending her summers somewhere warm.
At Hurlburt Wealth, we believe in the power of community and the impact of giving back. Our commitment to community outreach and charitable giving is at the heart of our values. Through strategic initiatives and partnerships, we aim to make a positive difference in the lives of those around us. From supporting local charities to organizing community events, we are dedicated to building a stronger, more connected world. At Hurlburt Wealth, we understand that true prosperity extends beyond financial success, and we are proud to contribute to the well-being of the communities we serve
At HJ Planning, we believe in the power of community and the impact of giving back. Our commitment to community outreach and charitable giving is at the heart of our values. Through strategic initiatives and partnerships, we aim to make a positive difference in the lives of those around us. From supporting local charities to organizing community events, we are dedicated to building a stronger, more connected world. At HJ Planning, we understand that true prosperity extends beyond financial success, and we are proud to contribute to the well-being of the communities we serve
Admin title position
Kathy is an Administrative Assistant at Hurlburt Wealth. Her experience and knowledge of our business operations as financial planners in Vancouver are essential parts of the daily activities of our team. Using her wealth of industry knowledge, Kathy coordinates all aspects of insurance administration within the team.
LOMA’s Associate, Insurance Agency Administration Certificate
Associate, Annuity Products and Administration Certificate
Certification as a licensed life insurance agent
Outside of work, Kathy is a dedicated family person, balancing her professional life with a fulfilling family life, exemplifying the importance of work-life harmony.