Meet Our Team
In 1988, Marty Katz began his career in the financial services industry with a major Canadian insurance company. The knowledge that he acquired there remains the foundation on which Marty runs his business and what makes his approach to financial planning so well rounded and client focused.
In 1997, Marty started Financial Equilibrium, a full service provider of not only financial planning, but also life, health, disability and critical illness insurances, as well as group benefits and investment strategies for individuals and businesses alike.
Partnering with Investment Planning Counsel helps to round out the investment products and services available, enabling him to satisfy the individual needs of each of his clients.
Marty belongs to numerous professional groups and associations which keep him on the cutting edge of any and all new products.
It is Marty’s philosophy that places the needs of his client first so that he is able to -- help you create your financial future ...today.
Disclaimer: The information contained herein is for MB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.