Katrina Worgan

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.

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

Diploma in Financial Planning Services – Fanshawe College

Psychology and Economics – Western University

Certified Financial Planner

Registered Retirement Consultant