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Contact Us

Karen O'Coin
Krista Hann
Scott Walker
Lindsay Chalmers

Tel: 705-326-0891
Toll Free: 877-296-6956

Address
6 West St. North
4th Floor
Orillia, ON
L3V 5B8
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Karen O'Coin, PFP
Investment Advisor

Tel (705) 326-0891
Fax (705) 326-2218
E-mail: Karen Ocoin

Karen brings a wealth of knowledge and experience to her clients with over 30 years in the investment industry, holding senior positions. Karen has worked with BMO Nesbitt Burns for 20 years as an Investment Advisor and Financial Planner.

 

Krista Hann
Associate Investment Advisor

Tel (705) 326-2686
Fax (705) 326-2218
E-mail: Krista Hann

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
 

Scott Walker
Investment Advisor

Tel: (705) 326-6580

Email: Scott Walker

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 baby boy Oliver, are thrilled to be back working, and living, in the community in which they both grew up! 
 

Lindsay Chalmers
Marketing Assistant

Tel (705) 326-0891
Fax (705) 326-2218
E-mail: Lindsay Ocoin

Lindsay has been with BMO Nesbitt Burns since 2007 and has taken on the role of Karen's Marketing Assistant.