Toll Free: 1-800-934-9992
17 King Street E.
|PRODUCTS AND SERVICES|
KAREN'S FOCUS is to provide clients with informed advice, with 34 years of experience as a professional Investment Advisor. She can help you 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 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, Charitable Giving & Philanthropy, Insurance and Estate Planning through BMO Nesbitt Burns Financial*.
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.