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Karen Wernham

Investment Advisor

  • BA (Hons)
  • CFP®

Working together to help you achieve what truly matters to you

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!

ADDITIONAL CONTACT

Toll Free: (877) 474-5914
Fax: (905) 474-3783
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

We're redefining private wealth management.

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.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Capitalizing on market uncertainties

With less than two weeks to go before the U.S. elections and a second COVID-19 wave underway, there are plenty of headlines. But has the market properly priced in the risks? Kim Parlee speaks with Ben Gossack, portfolio manager, TD Asset Management on how to capitalize on the uncertainties.

Pandemic exodus: Is it time to move to the country?

Canadians who are working from home for the long haul may be thinking about trading their expensive houses in the city for more balanced lifestyles in the country. Kim Parlee speaks with Zeljka Walker, an Investment Advisor with TD Wealth, about the pros and cons of an urban exodus and what to consider before you sell.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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