Please feel free to book a meeting with me to discuss your life insurance or investment needs. I look forward to meeting you.
Kathleen Bauer, Serenia Life Advisor
Welcome! My name is Kathleen Bauer, and I’m an advisor at Serenia Life Financial. I’d be happy to answer any questions you have, and learn more about your financial goals. Please select a 15- or 30-minute call, and complete this form to book a meeting.
Introduction Call (15 Minutes)
A no-obligation introductory call where we can introduce ourselves and I can learn more about your goals and answer any questions you may have.
Discovery Call (30 Minutes)
We dive deeper into your current needs and future financial goals and determine if Life Insurance is a good fit for you. There is still no obligation to buy!
No time for a call?
No worries! Feel free to send me an email with any questions you may have.
Main Office Address
300-400 Weber Street North, Waterloo, ON
Phone Number
+1 (519) 588-1634
Testimonials
"After being notified by [my mortgage company] that my mortgage protection would be cancelled when I turn 70 next month, Kathleen was very understanding to my situation. She was polite, professional, understanding, and had a sense of humour. She made me feel very comfortable when weighing my options. She took the time to explain how the process would work going forward. I feel she is an outstanding employee who cares about the caller, unlike “Big " businesses who are after the mighty dollar. I look forward to dealing with Kathleen again in the near future."
-JW
Advisor Site
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