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Kari Wolfenson

Investment Advisor

  • B.A.
  • CFP®
  • FCSI®

Helping you live the life you imagined. 

ADDITIONAL CONTACT

Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757

EDUCATION

Bachelor of Arts - University of Manitoba, Certified Financial Planner (CFP®) - FPSC, Fellow of the Canadian Securities Institute (FCSI®) - Canadian Securities Institute

COMMUNITY INVOLVEMENT

United Way, Siloam Mission, CancerCare Manitoba

Helping you achieve your vision of success

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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

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 2020 and beyond: Diversify your portfolio with ETFs

2019 has been a banner year for equities, despite global growth concerns and geopolitical uncertainties. Bruce Cooper, CEO, TD Asset Management talks about what to expect for 2020, and how to find diversification through ETFs.

Q: What should I do with my bonus?

I received an unexpected $5,000 bonus this year. Before I spend it all, what are the things I should consider?

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from my services?