About Kathleen L. Wronski
Kathleen L. Wronski started her work in the investment industry back in the day of big shoulder pads, colour coordinated order slips and offices had one computer shared by four competing hands on a 360 degree swivel. Times have changed and much has been learned, including taking a much more holistic approach to setting life and investment goals. With her three decades of experience, Kathleen has been advising people on saving and investing for what matters, whether it’s their first house down payment, paying for their children’s education, protecting their family against hardship, preparing for retirement, or finally, the ultimate act of making sure their money is given to those people and causes nearest and dearest to their hearts.
Now with so many Boomers in or near retirement, Kathleen can share her thoughts on the successful retirements that she has guided and provide safe solutions to the biggest risks that retirees face today. Her entertaining real life retirement stories provide context to the serious business of making sure your retirement is in the best possible shape.
Kathleen L. Wronski is a Director of Wealth Management at Richardson GMP, a leading edge independent wealth management firm. After receiving her degree in Business Administration from The University of Western Ontario, Kathleen entered the investment business in the early 1980s. In addition to being securities and insurance licensed, Kathleen has completed the Canadian Investment Management Program, the Professional Financial Planning Course, and is a designated Portfolio Manager. Kathleen and her team at The Wronski Cann Group have continuously helped individuals and families for over 30 years realize their retirement goals. As Retirement Specialists they are dedicated to creating, protecting and transferring wealth through the generations with a hands on approach.
In 2013 Kathleen released “If I Retire, How Will I Know When It’s the Weekend?” which is best described as an in-depth and informative guide to planning, saving and investing for retirement. With the ever changing nature of the economy, Kathleen has decided to release a revised version and will be available on Amazon and Amazon kindle in February 2016.
Retirement is about more than just money. Health, relationships, social support, priorities and goals are just as vital to a successful retirement.
This retirement guide offers an in-depth and practical approach to saving, living and receiving income in retirement. Kathleen L. Wronski, with her decades of experience as a financial planner, portfolio manager and retirement specialist distills these experiences into a holistic guide to retirement. Through the use of thoughtful commentary, real-life stories and retirement strategies, Kathleen helps answer the age old question – “Will I have enough to retire?”
Updated and Revised Content:
• New CPP and OAS Benefits.
• New U.S. for U.S. citizens living in Canada and Canadian snowbirds.
• Tax and estate information
• New RRIF and TFSA payouts and contributions.
Kathleen L. Wronski is a Director of Wealth Management at Richardson GMP, a leading edge, independent wealth management firm. Throughout Kathleen’s extensive financial career she has led many down the path of a successful retirement– she would like to pass on her best strategies for a prosperous retirement.
For media queries please contact Alison Seto.
Available on Amazon in print and eBook format!
Publication date: February 2016
Trade paper: $19.95
ISBN (Paper): 978-0-9917581-1-1
ISBN (eBook): 978-0-9917581-2-8
Download the media release here.
If I Retire, How Will I Know When It’s the Weekend?
Chapter 4. Can You Afford to Retire?
Your net worth to the world is usually determined by what
remains after your bad habits are subtracted from your
— Benjamin Franklin
Can you afford to retire?
It may sound like a fairly simple question, but it’s actually a pretty difficult question to answer.
Don’t worry; either way it is one I will help you answer. The answer depends on a number of factors.
What type of retirement do you envision for yourself?
What will your expenses be?
How much money have you saved?
What are your pension options?
What assets do you have? How much is enough?
How can you make sure you don’t outlast your money?
Running out of money in old age is a real fear, and it’s one that many people share with you.
To read more, order your copy of the e-book here
For your paperback copy, click below:
Kathleen is unapologetically optimistic, empathetic and pragmatic. Always a good listener, she offers insight into particular financial planning issues that is, in essence, always about value and values.
– Paul Szaszkiewicz, OAA
Owner of Cumulus Architects Inc.
I work with many intelligent and talented women and I can confidently say that Kathleen is one of them. Her dedication and support on the CASF Board is proof of her commitment to helping others, much in the way she helps her clients prepare for and live in retirement. I’m happy to call Kathleen my trusted financial and retirement advisor.
– Valerie McMurtry, CFRE
President and CEO
For the past 25 years, Kathleen Wronski has managed my portfolio with a marked degree of success in both bear and bull markets. She has also provided sound advice on a variety of other matters. Her consistent and “unflappable” approach compliments the pleasure it is to do business with her. Kathleen is very well qualified and experienced with a thorough understanding of general financial matters.
Eur. Ing. Professor Douglas Napier
Kathleen and I have enjoyed a working relationship spanning over 30 years and I’ve never had cause to doubt her honesty, truthfulness or financial acumen. She has assisted numerous clients and family members achieve their goal of a secure, steady
source of income in their retirement.