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 offer wealth management services dedicated to helping affluent families with all aspects of their wealth needs – from complex Banking and Borrowing, Retirement Planning, Investing, Estate Planning, to Trust Services.
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
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