Investment Management, Retirement Planning & Estate Planning
The O'Coin Walker & Associates brings a wealth of knowledge to their clients with over 60 years of combined experience in the investment industry. As Investment Advisors & Financial Planners, we take a personalized investment approach that is built to match your personal goals and long-term financial plan. As a team we currently manage over $300 Million in investment assets for our clients.
We believe in giving back to our clients by being active in our community. We have served on various local boards & committees such as; The Community Foundations of Orillia& Area, The Orillia and Area Doctor Recruitment & Retention Committee, The Community Development Corporation, The Orillia District Chamber of Commerce, The Orillia Soldiers Memorial Hospital Foundation and The Mariposa House Hospice.
As one of Canada's leading full-service investment firms, BMO NesbittBurns serves the investment needs of individual, corporate, government and institutional clients. BMO NesbittBurns 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 NesbittBurns 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 NesbittBurns has developed an extensive and growing line of proprietary products.
Karen O'Coin Investment Advisory Group