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Karen has been an Investment Advisor with TD Wealth Private Investment Advice serving high net worth clients since 1994. Prior to joining TD she was an Asset/Liability Analyst with Manulife Financial. Since then, she has built a successful practice for individuals, families and businesses who appreciate an extra level of care.
Her professional accreditations include the Canadian Securities Course and the Canadian Investment Manager Designation. She also holds a Fellowship of the Canadian Securities Institute, and a Fellowship of the Life Management Institute.
Helping clients meet their financial goals with a constant dedication to delivering sophisticated investment solutions backed by the vast resources of TD Wealth and all of its investment and banking resources.
“An emphasis on income and capital preservation is clearly what most clients, who have been able to create wealth, want and need.”
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.