Karen Gowdy
Senior Estate and Insurance Advisor
Karen has more than 35 years of experience in the Financial Services & Insurance Industry. Karen provides comprehensive advice for personal and corporate estate and insurance. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on taxes and liquidity.
Her work is especially key toward delivering exceptional client experiences to all advisors and clients across Eastern Ontario.
Jon Love
Associate Director, Insurance Strategies and Estate and Insurance Advisor
Jon works together with Businesses and High Net Worth individuals, using a planning and advice focused approach to provide creative and unique insurance based solutions that align with the clients goals and risk tolerances.
His approach has been honed by more than 30 years of experience working in the estate planning and insurance industry, where he helps Investment Advisors and their clients make the best choices for both the present and future.