Karen O'Coin Investment Advisory Group

Retirement Planning & Estate Planning

The advisor who believes that relationships and wealth management go hand in hand....

About the Karen O’Coin Investment Advisory Group

The Karen O’Coin Investment Advisory Group 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 build 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. 

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.