Advisor profile


My approach

Kate Daly Rietberg - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Kate Daly Rietberg - My approach photo

Areas of focus

  • Family Finances
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 24, 63, 65 | CT Life, Accident & Health Licensed

Education

  • University of Toronto, BA

Interests

Family, Community Service and Gardening

Community participation

Town of Suffield - Member: Economic Development Commission

Town of Suffield - Member: Retirement Commission

Suffield Chamber of Commerce -Member Since 1997; Board Member 2008-2012

Asnuntuck Community College Foundation - Board Member 2009-2012

Fundraiser for Asnuntuck Community College and National Alliance On Mental Health

Previous experience

  • Manager-Commerical Credit & Services, Toronto Dominion Bank, Toronto Ontario & Edmonton Alberta 1978-1996