Kathy Simard - Simard and Associates

Kathy Simard

CFP, FLMI, CHS

President & Wealth Strategist 

Kathy's Info

Biography

Kathy has been in the business for over 30 years and founded Simard and Associates in 2009. She specializes in financial plans for business executives and business owners.  Kathy’s goal with clients is always to help her clients achieve their  financial and retirement goals while reducing overall taxes at death.  

Outside of work, Kathy enjoys riding her bike, playing pickleball with her friends and husband, relaxing at the cottage, and spending time with her children and grandchildren.

Education

  • Certificate in Insurance Fundamentals (FLMI)- 1995
  • Certfied Financial Planner (CFP) - 2007
  • Certified Health Insurance Specialist (CHS) - 2014