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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

My Philosophy

The client/advisor relationship is at the forefront of my business philosophy. My associate, Krista Hann and I take pride in the consistent level of service provided to my clients.

Managing sound portfolios by assessing risk level, income needs, tax implications on investment choices and decisions, along with timeframe allows me to build solid, diversified and sustainable investment portfolios.

For an accurate investment picture, I believe in providing financial, retirement and estate plans, as well as, offering insurance products as an integral part of the wealth management process. Working with other investment professionals (i.e. accountants, lawyers etc.) to develop strong retirement and/or estate planning goals, creating a level of comfort that clients appreciate.