Toll Free: 1 800-934-9992
17 King Street E.
Vice President, Associate Portfolio Manager, Senior Investment Advisor, Financial Planner
Tel: (905) 373-1507
Fax (905) 373-9331
Karen is a Vice President of BMO Nesbitt Burns, Senior Investment Advisor, Financial Planner. She has attained her Associate Portfolio Manager designation and Certified Investment Manager (CIM) designation from the Canadian Securities Institute. She also holds the designations of Certified Professional Consultant on Aging (CPCA) and a Fellow of the Canadian Securities Institute (FCSI). She has 35 years of experience as a professional Investment Advisor with numerous Canadian Securities Institute courses such as Branch Manager; Partners, Directors, Officers (PDO); Cdn Investment Finance (CIF); Personal Financial Planning (PFP). She is also a Life Insurance Advisor for Estate Insurance Advisory Services Inc.
Karen's focus is to assist high net worth clients to invest in and manage high quality diversified investment portfolios to achieve and preserve their wealth. Karen provides Investment, Retirement, Education, and Estate Planning Analysis for her clients. She helps individuals, corporations, estates, trusts and institutions who would benefit from the assistance of a professional advisor.
At BMO Nesbitt Burns, we continually strive to deliver superior wealth management solutions allowing us to offer the very best opportunities to our valued clients. This is the cornerstone of our outstanding reputation. Karen recently completed our advanced Wealth Advisory training program. The program's objective is to broaden your Advisor's knowledge base and understanding of key issues facing today's client and business owner... Karen has earned a Certificate of Achievement as a certified Wealth Management Services Specialist. By completing this advanced level training program, Karen is strategically positioned to work with you, your family and your key advisors to coordinate integrated wealth-planning solutions that achieve the goals you have for yourself, your family, and your business.
Karen has obtained her Certified Professional Consultant on Aging (CPCA) designation. 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, Karen has 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.