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Karen Chalovich
Teresa Smith
Heather Gingell

Tel: 905-373-1507
Toll Free: 1 800-934-9992
Fax: 905-373-9331

Address
76 King Street W
Cobourg, ON
K9A 2M3
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Karen Chalovich

BMO Nesbitt Burns is one of Canada's leading investment dealers. We are uniquely qualified to assist clients in realizing their investment success.

As investment professionals, we help individuals and families make the right decisions with their money for their unique financial and life goals. Financial matters are complex and we can provide guidance and resources. Our goal is to provide clear guidance on the many investment options available to our clients so that they can make meaningful choices. Together, investment solutions are confidently selected to help grow and preserve your wealth and income. Our clients are important and we are pleased to assist them to achieve their dreams.

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. 

Specialities:
Investment Management
RRSPs, RRIFs and Retirement Planning
Managed Accounts
Wealth Management
Investment Tax Planning
Insurance and Estate Planning* through BMO Estate Insurance Advisory Services
Charitable Donations & Philanthropy


 
PRODUCTS AND SERVICES
MANAGED PRODUCTS



Karen Chalovich Investment Group:

Teresa Smith, Sales Assistant & Investment Representative handles Client Administration and Documentation and assists Karen with client accounts with over 15 years on Karen's team in the BMO Nesbitt Burns Cobourg office and over 30 years Financial and Insurance services experience. 

Heather Gingell, Reception, Operations & Marketing Assistant
handles Reception, Administration and Marketing with over 10 years experience on Karen's team in the BMO Nesbitt Burns Cobourg office and 40 years Administrative experience.