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Karen O'Coin
Krista Udell-Hann
Lindsay O'Coin

Tel: 705-326-0891
Toll Free: 877-296-6956

Address
6 West St. North
4th Floor
Orillia, ON
L3V 5B8
Map

Specialties:
Retirement Planning & Estate Planning
The advisor who believes that relationships and wealth management go hand in hand....

About Karen
Karen brings a wealth of knowledge and experience to her clients with over 25 years in the investment industry, holding senior positions. Karen has worked with BMO Nesbitt Burns for 17years as an Investment Advisor and Financial Planner.

Karen believes in giving back to her clients by active community involvement. She has served on various local boards such as; The Community Foundation of Orillia & Area, The Orillia and Area Doctor Recruitment & Retention Committee, and The Community Development Corporation. She is the past President of the Orillia District Chamber of Commerce, where she introduced a small business mentoring training program, equipping new business owners with additional tools to meet the modern day challenges of building successful, sustainable businesses. Karen continues to lead the mentoring program on behalf of the chamber. She was recognized by the community as the 2009 Business Woman of the Year

About BMO Nesbitt Burns
As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked* investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.