Catrina Roth CFP, RIS - Investment Advisor

Catrina Roth CFP, RIS - Investment Advisor A Certified Financial Planner® with 25+ years of experience, I help smart people make even smarter money moves.

My team and I work with our clients to design strategies that are forward-thinking, tax-savvy, and built to last. Working with individuals, multi-generational families, and business owners, I believe every person should have a holistic financial plan that they understand. A plan that adapts as life happens and remains current to capitalize on valuable opportunities as products, strategies, and tax

laws evolve. My Team creates plans that not only focus on preserving, growing, and transferring wealth to the next generation, but also on protecting your assets along the way.

Happy to be a part of this WICKED event!Join us next year!
07/22/2025

Happy to be a part of this WICKED event!
Join us next year!

06/16/2023

Moving costs can be a tricky thing because it’s not always clear when they’re deductible. Given that we’re now in peak moving season, let’s look at the rules around moving expenses.

Congratulations to the 2023 Servus Big Share winner!!Could this be you next year?
06/16/2023

Congratulations to the 2023 Servus Big Share winner!!Could this be you next year?

06/15/2023

Travelers jam their clothes in all the pockets. ‘It allows me to have really cheap vacations.’

06/15/2023

More than a third of condos in Toronto are owned by investors, according to 2020 data, the most up-to-date figures from Statistics Canada’s Canadian Housing Statistics Program (CHSP), at 36 per cent.

06/14/2023

People are chasing longevity with ice baths and supplements. But the benefits of exercise have years of science behind them.

06/14/2023

Is the trend toward ESG-type investing a fad that will go away or a Trojan horse undermining the capitalist system and hurting investors, companies, and the economy?

06/13/2023

Did the pandemic prevent people from meeting their future fiancés? In a way, the engagement ring has become a sparkly microcosm of the U.S. economy.

06/13/2023

The Bank of Canada’s interest rate hike of another quarter of a percentage point will dial up the financial pain felt by borrowers with variable-rate mortgages and some of those with fixed rates.

06/12/2023

Determining the best way to save money should start with a discussion about what you’re saving for. Are you saving for a short-term goal such as buying a car, taking a vacation or starting a business in the next year? Or perhaps you’re following the prudent advice of many financial planners and ...

06/12/2023

Parents are finding it tougher than ever to save for their children’s post-secondary education as the rising cost of living ramps up financial pressures.

06/10/2023

Change your password. You've used that password before. Please use a special character. And a number. As sign-in requirements get more complicated and our lives continue to migrate online, Jamie Tarabay assesses whether password managers are worth it.

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Unit 202, 917 85th Street SW
Calgary, AB
T3H5Z9

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