Karen A. Chalovich, CIM, FCSI, FCPA
Senior Investment Advisor, Portfolio Manager, Financial Planner
With more than 35 years in the investment industry, Karen Chalovich is experienced in developing personalized investment plans that take into account each client's goals, risk tolerance and investment time horizon. Based on analysis of the client's financial goals and current situation, an appropriate investment strategy is recommended. Each client's portfolio is continually monitored to ensure their specific needs are met.
As a BMO Nesbitt Burns Senior Investment Advisor, Karen offers timely, relevant, high quality investment advice. BMO Nesbitt Burns offers industry-leading equity research and BMO Nesbitt Burns Managed Assets Group provides access to world-class managers. She has broad experience and a solid reputation in assisting individual, corporate and institutional clients. Karen opened the BMO Nesbitt Burns Cobourg office in 1993.
Alex is Karen's Administrative Assistant. He is client-focused & ensures that clients receive prompt & excellent service. Alex has experience in the financial industry, working in the banking & investment field. Alex handles documentation, processing & can assist with your administrative inquiries.
Administrative & Marketing Assistant
Heather is Karen's Administrative Clerk & Marketing Assistant. She has 40 years of Administrative experience. Heather professionally manages our office reception, handling client calls, and booking annual reviews and appointments for Karen. She is responsible for deposits, securities, mailings, and address changes. Please notify Heather for cash withdrawals or any changes to your address or accounts. Heather also organizes client services & events and is Marketing & Advertising coordinator.