"I have been a client of Karen's for over 30 years having followed in my Grandmother and Mother's foot-steps along with my 2 brothers who also became clients. I can't stress enough how Karen has helped our family over the years. I came to Karen in my early 20's to invest and she helped me buy my first stock, which led to a relationship of learning, planning and investing. With her help, I was able to take an early and financially comfortable retirement for which I am truly grateful. Not only has Karen been instrumental in helping with my financial goals; she has helped with our estate planning, she has helped financially plan our Mom's transition to a retirement home, and recently she has helped our family with the sale of 2 homes and a cottage. When life suddenly changes and can become stressful, I have found Karen to be calm in rough waters. I have always recommended Karen's services to family and friends because over time she has proven she is the best." - Sharon, June 2021 "Karen Chalovich and her team at BMO Nesbitt Burns have been a very important part of my family for many years. They have managed my financial affairs so well through both good and difficult times. Karen knows her community and the community knows her. Whenever there is a need for advice be it legal, tax, or financial, she has been able to make helpful recommendations. Karen was there to support and guide the executors following the death of a family member while continuing to manage the finances. She was very helpful during the transitioning from a family home to a condo. The third generation of this family knows and admires Karen and her BMO team. They know that when the need arises for financial assitance, they would not hesitate to turn to her." - Barb, June 2021 "I have had the pleasure of working with Karen for over 12 years. Together with her staff, we have watched our investments steadily grow with consistent, careful, good advice. She has kept us focused through the many ups and downs of the market and prevented me from trying to time the market. Karen has changed our method of charitable donating to take advantage of tax savings. She has advised us how to best get through the duties of power of attorney when our step-mother died. She has also helped set-up a monthly withdraw of funds from our investment pool that takes best advantage of tax issues. We get regular updates of market conditions as well as market predictions. Karen has worked with several members of our family and provided guidance and good advice. " - Ross, June 2021 "For nearly 4 decades, Karen Chalovich has helped manage my investments. Knowing I wanted growth without undue risk, she has provided sound advice and steered them carefully through the years so that they grew and I did not have to lie awake at night worrying. Karen, together with her long-term team of Teresa Smith and Heather Gingell, have been thoughtful and welcoming in helping me and my family through the ups, downs, and changes of life." - Mary, June 2021 "I enjoy working with Karen as our Investment Advisor. It is not easy to find a really qualified and caring Investment Advisor, so take a bow." - James, May 2020 "I have been a client of Karen Chalovich and her team for over 3 years now. She came highly recommended and I have full confidence in her management of my funds. I find Karen and her team very personable, well organized, extremely reliable and conscientious, and excellent with follow up. I also appreciate the regular financial articles that Karen sends to her clients. I would definitely recommend Karen’s service to others." - Carol, July 2020 Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.
Karen A. Chalovich