Chad Katunar,
BBA, CFP®, CIM®, CLU®
Wealth ManagerChad Katunar is a Financial Advisor with the Heart Wealth Management Group of Raymond James, and is dual-licensed to manage both the Canadian and American investment accounts of his clients. Focused ardently on building and nurturing relationships with new clients, Chad aids professionals and their families in wealth creation and sustenance. Alongside his team, he offers invaluable guidance to clients during pivotal life transitions such as retirement, a career shift, incorporation, downsizing, or significant family changes like the birth of a child.
Being proficient in multiple financial avenues, Chad advises his clients to navigate the intricate maze of financial planning, investment strategies, estate planning, and insurance recommendations. As a Certified Financial Planner, Chad develops comprehensive financial plans for his clients. As a Chartered Life Underwriter, Chad is experienced in implementing tax-efficient insurance strategies for business owners and incorporated professionals.
An alumnus of the University of Notre Dame in South Bend, Indiana, Chad holds a Bachelor of Business Administration Degree, with a double-major in Finance and Economics. He has further distinguished himself in the financial sector with the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Chartered Life Underwriter (CLU®) credentials.
His unwavering commitment to excellence is not just restricted to finance. As a former goaltender for the University of Notre Dame Fighting Irish NCAA Division I Hockey Team, Chad balanced rigorous academics with a demanding athletic schedule, showcasing his discipline and multifaceted talents. This dual dedication has undoubtedly contributed to his success.
When he’s not advising clients, Chad enjoys hiking and mountaineering, playing chess, and is along-time volunteer with the Alpine Club of Canada.
With his extensive expertise and genuine commitment to client success, Chad stands as a beacon of professionalism and dedication in the financial world.
