Skip to main content

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Investing in the next decade: The future is green

The current geopolitical and policy climate suggests sustainability, and specifically green tech, may be a key investment thesis going forward. Kim Parlee speaks with Marko Papic, Partner and Chief Strategist at Clocktower Group, about the big investment themes in the decade ahead.

Looking for light: Mental health during COVID-19

For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from my services?