Karen O'Coin, PFP
Karen brings a wealth of knowledge and experience to her clients with over 35 years in the investment industry, holding senior positions. Karen starting her investment career working with large intuitional clients and helping them with their complex trading needs. More recently Karen has worked with BMO Nesbitt Burns for over 20 years as an Investment Advisor and Financial Planner, and helps her client navigate the ever changing landscape of the stock market in order to help them achieve their financial goals.
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 was recognized by the community as the 2009 Business Woman of the Year.
Karen lives with her husband Mark in Orillia and thoroughly enjoys being a part of the fabric of Orillia and area.
Scott Joined the Karen O’Coin Investment Advisory Group in 2018. As a Personal Financial Planner (PFP) and Chartered Investment Manager (CIM), Scott creates personalized financial plans and investment portfolios, that are tax-smart and cost effective, in order to help clients achieve their financial goals more efficiently.
Scott began his career working in Toronto at one of the world’s largest asset management firms, where he developed an in depth knowledge on the various types of strategies and investment products available in today’s marketplace. From there he continued to fine-tune his portfolio analysis and financial planning skills as an Investment and Retirement Planner at one of the other major banks.
Originally from the Barrie and Orillia area, Scott completed his Bachelor of Business Administration (BBA) from Laurentian University. He has also completed the Personal Financial Planning (PFP) and Chartered Investment Manager (CIM) designations through the Canadian Securities Institute, and is committed to continuous learning and development in order to stay on top of the market trends.
Scott, along with his wife Katie and their two children Oliver and Violet, are thrilled to back working, and living, in the community in which they grew up.
Associate Investment Advisor
Krista Hann has over 15 years of investment industry experience. She started with BMO Nesbitt Burns in 2006 and is an Associate Investment Advisor to Karen O'Coin's team.
Krista plays an integral role on the day to day operations of our team. She has tremendous experience executing and implementing investment recommendations for our clients in a very timely fashion