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Kathy Aziz profile image

Kathy Aziz

Fellow Adm.A., Fin. Pl., R.F.P., CFP,... at AZ Family Office
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Location
Canada, CA
Skills
  • Retirement Planning
  • Wealth Management
  • Asset Allocation
  • Estate Planning
  • Retirement
  • Show all
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Bio

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Credentials

  • Registered Financial Planner (RFP)
    Institute of Advanced Financial Planners - IAFP
    May, 1990
    - Jun, 2026
  • CERTIFIED FINANCIAL PLANNER®
    FP Canada
    Apr, 1990
    - Jun, 2026
  • Planificateur financier
    Ordre des administrateurs agréés du Québec

Experience

  • AZ Family Office
    • Montreal, Canada Area; Saint-Sauveur
    • Fellow Adm.A., Fin. Pl., R.F.P., CFP, TEP
      • Jan 2006 - Present
      • Montreal, Canada Area; Saint-Sauveur
  • Kerr Financial
    • Vice President
      • Sep 1987 - Dec 2005
  • RBC
    • Branch Management
      • Sep 1981 - Oct 1987

Education

  • 1978 - 1981
    Concordia University
  • 1976 - 1978
    Vanier College
  • 1972 - 1976
    Mount Royal High School

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