Toll Free: 1-800-934-9992
17 King Street E.
|PRODUCTS AND SERVICES|
KAREN'S FOCUS is to provide clients with informed advice, with 30 years of experience as a professional Investment Advisor. She can help you analyze your situation taking into account your financial objectives, economic and market conditions. Her goal is to assist clients to invest in high quality investments to achieve and preserve their wealth. She helps individuals, corporations, and trusts who would benefit from the assistance of a professional advisor.
Karen believes in lifelong learning. In addition to her University degree, she undertakes numerous professional industry training courses to continue her expertise to plan and manage your money up to date with the newest strategies and legal compliance.
Community involvement is very important to Karen as she contributes in many ways through political, social, charitable, education, business, and women and children's organizations.
KAREN'S SERVICES includes: Investment Portfolios, Planning and Management, Retirement Planning, Retirement Savings Plans (RRSPs), Retirement Income Funds (RRIFs), Registered Education Savings Plans (RESPs), Tax Free Savings Accounts (TFSAs), Fixed Income Securities, Stocks, Mutual Funds, Fee-Based Accounts, Portfolio Management, Wealth Management, Investment Tax Planning, Insurance and Estate Planning through BMO Nesbitt Burns Financial*.
KAREN'S TEAM Teresa Smith, Sales Assistant & Investment Representative, with 20 years financial and insurance services experience, handles documentation & assists Karen with client accounts.
Heather Gingell, Marketing & Administrative Assistant with 40 years Administrative experience, handles Client Services & Marketing.
Please contact us for more information.
Chartered Investment Manager (CIM), Cdn Securities Institute
Portfolio Management Techniques (PMT), Cdn Securities Institute
Investment Management Techniques (IMT), Cdn Securities Institute
Wealth Management Service Specialist for High Net Worth Clients, BMO Nesbitt Burns & Knowledge Bureau
Certified Professional Consultant on Aging (CPCA)*
Professional Financial Planning Course (PFP), Cdn Securities Institute
Branch Managers Course, Cdn Securities Institute
Partners/Directors/Officers (PDO), Cdn Securities Institute
Life Insurance Licence, Levels 1 & 2
Canadian Options Course, Cdn Securities Institute
Fellow of the Canadian Securities Institute (FCSI)
Canadian Investment Finance (CIF), Levels 1 & 2, Cdn Securities Institute
Registered Representative (C.P.H.), Cdn Securities Institute
Canadian Securities Course (CSC), Cdn Securities Institute
BA, University of Western Ontario, London, Canada
1*Today, the word "retirement” has a much broader meaning than it once did. To provide Advisors with the knowledge and resources to meet the evolving needs of those approaching or in retirement, BMO Financial Group has provided access to the Addressing the Wealth Needs of an Aging Population: Certified Professional Consultant on Aging (CPCA) course. This is a comprehensive program that explores the broad range of health and socio-economic issues on the minds of Canadians entering this stage of their lives.
Having completed the CPCA program, I have an enhanced understanding of the issues faced by pre-retirees and retirees as they approach and transition through the various phases of retirement. This educational program has given me the tools and expertise that will allow us to work together to identify practical options and solutions to help you achieve your retirement goals.