Katrina Worgan
Financial Planner
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About
I am a Certified Financial Planner who loves financial planning and help Clients. I believe in the power of a Plan to help Clients meet their financial and life goals.
Experience
Financial Planner at Scotiabank (2025-02 – 2026-05)
- Complex Financial Planning for affluent Clients
- Responsible for attaining Clients from unassigned lists
- White-glove service for Clients
Financial Planning Consultant at Canada Life (2023-07 – 2024-07)
- Conquest Financial Planning Expert
- Responsible for finding $110 Million of Wealth and $5.85 Million of Insurance Premium and to close 20%
- Increase Conquest Memberships and Plans
Financial Planner at Struss & Denny, Investors Group Private Wealth Management (2021-03 – 2023-07)
- Hired to complete Financial Planning via The Life Learning Plan
- To takeover part of Consultant's business upon her impending retirement
- High-net worth Clients, fulfilling their every need
Insurance Representative at Michael Sroka (2019-08 – 2020-07)
- Hired to complete Financial Planning
- Protect Clients through life insurance, critical care, home and auto
- Invest Clients in registered products and mutual funds
Financial Planner at Katrina Worgan (2015-11 – 2019-07)
Financial Planner to private Clients, delivering on all aspects of Financial Planning
Senior Financial Planner at Scotiabank (2006-05 – 2015-10)
- Provided Financial Planning to the highest net worth Clients of the Branch
- Highest Performer in sales and revenue, won Best of the Best
- Created my own marketing plans and campaigns
- Started as Personal Banking Officer and worked my way up
Representative at Laurentian Financial Services (2005-06 – 2006-05)
Licensed to sell mutual funds, segregated funds, life and health insurance and labour-sponsored investment funds
Associate at RBC Dominion Securities (2004-06 – 2005-05)
- Added in Client Meetings
- Revamped both the Client Information and Client Satisfaction Questionnaires
- Developed Client Management Plan to tighten Client contact and increase sales
Education
Diploma in Financial Planning Services – Fanshawe College
Psychology and Economics – Western University
