Catherine Malone, B.A.

Education

Wilfrid Laurier University, Bachelor of Arts – Business, Management, Marketing, and Related Support Services

Expertise and Skills

With over 25 years of professional experience in the industry, Catherine has held a variety of leadership positions in marketing life insurance products. Her experience in these various roles has helped her develop strong skillsets in financial planning and deeply understand what's important to Clients.

Summary

• Candidate for her Certified Financial Planner (CFP®) designation from FP Canada.
• Over 15 years of professional experience as a director, product manager, and marketing manager for life insurance products

Work Experience

As a director of insurance solutions enablement, Catherine specializes in:

• insurance planning,
• estate planning, and
• personal financial management.

She provides tools and support to assist advisors at Sun Life, which in turn helps Clients better assess their financial situation, their goals, and help them lay out a plan to achieve them. Catherine supports all the individual life and health insurance plans on the Sun Life product shelf.