Your Net Worth Manager
Kathy Waite, RRC
Registered Retirement Consultant (RRC)
Pricing
What they charge
Fees for this firm aren't listed here. Contact the planner directly for current pricing.
Fee model
Subscription
Client minimum
No minimum
Coverage
Regina, SK · Virtual across Canada
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Your Net Worth Manager
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Retirement income planning; advice free of product sales
What's included
Services
Annual subscription for unlimited comprehensive financial/retirement planning; Q&A service; retirement income planning; education programs; pure planning for portfolio managers
Work with Your Net Worth Manager
Advice-only and commission-free, Registered Retirement Consultant (RRC)
Independently listed in our fee-only directory. Last checked June 2026.
Keep comparing
More fee-only planners
A Money Maker Mindset
Lori Curtiss, MBA, CFP, CFBS
Fee model
Coverage
Virtual across Canada
Financial psychology / behavioural finance
ABZ Financial Planning
Jason Flynn, CFP
Fee model
Coverage
Virtual across Canada
DIY investors; family caregivers (RDSP, DTC, Henson Trust); RCMP members
Alaphia Financial Wellness
Natasha Knox, CFP, TEP, FBS
Fee model
Coverage
Virtual across Canada
Financial therapy; sudden wealth; purpose-driven millennials/GenX