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Karen Chalovich
Teresa Smith
Heather Gingell

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

76 King Street W
Cobourg, ON
K9A 2M3


Karen and her Team help you plan ahead for your Retirement, guide you through the Retirement process, and plan your cash flow for a comfortable retirement income. Our Team helps you manage your Investment portfolios, so you can enjoy this stage of your life.  Our Estate Planning process helps you to understand your tax exposure and to ensure your estate and philanthropy wishes are met.