Senior Investment Advisor
I have been an advisor managing portfolios for the past 29 years. Of the 29 years with the firm, the last 15 have been as a Senior Investment Advisor and member of the President’s Council. In addition to the Canadian Securities Institute (CSI) course, I have also completed the Senior Partners & Directing Officers Course, the Ontario Professional Financial Planning Course and the Series 38 & 63 of the US Registered Representatives license.
Karina has been part of BMO Nesbitt Burns family since 2008, where she began her career in finance. She joined our team in September 2022. Her ability to manage stress, her sense of organization and her great concern for the quality of customer service are important assets for the team. Karina has completed all finance and compliance courses required to hold her registered representative license with IIROC.