Born and raised in Ontario, Karen attended the University of Western Ontario where she earned an Honours Bachelor of Arts degree. A believer in continuous education, she then obtained a Diploma in Business Administration and a Master's in Business Administration (MBA) from Wilfrid Laurier University. She continues to upgrade her education with specific financial industry designations.
After embarking upon a promising career in the financial services industry, she left to raise a family and pursue interests outside of industry. She returned with a wealth of business experience from positions in finance, small business management, operations and as a General Manager of Sales.
Her acute business sense, combined with advanced education and years of experience as an Investment Advisor, allow her to understand the complexities involved in creating unique financial solutions for individuals and businesses.
Establishing a relationship based on trust and confidentiality are the cornerstones of Karen's practice and commitment to every client.
To Karen, wealth management is not just about managing your investment portfolio. It is about attending to all aspects of a complete wealth plan. Your unique solution may include: investment planning, risk management strategies, estate planning, tax planning, retirement planning and business succession planning. Ultimately, Karen believes that it's not only what you make, but more importantly, what you keep!