Toll Free: 1 800-934-9992
17 King Street E.
|PRODUCTS AND SERVICES|
KAREN'S FOCUS is to provide clients with informed advice, with 35 years of experience as a professional Investment Advisor. She can analyze your situation taking into account your financial objectives, risk tolerance and investment time horizon, 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 undertakes numerous professional industry training courses to continue her expertise to plan and manage your money with the newest strategies and legal compliance. Karen has been at the BMO Nesbitt Burns Cobourg office since it opened in 1993.
Community involvement is very important to Karen as she contributes in many ways through 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, Charitable Giving & Philanthropy, Insurance and Estate Planning through BMO Estate Insurance Advisory Services.
KAREN CHALOVICH INVESTMENT GROUP:
Teresa Smith, Sales Assistant & Investment Representative, with 25 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.