Karen joined Investors Group in 1998 after achieving the Gold Medal for her degree at the University of Western Ontario. She obtained her Certified Financial Planner designation in 2001 and has continued building her professional knowledge to better advise individuals throughout all stages of life to accumulate, protect and preserve wealth to ultimately reach and maintain their desired financial well-being.
Our team’s vision is to provide as many fellow residents as possible the power to enrich their legacy and to enhance their most meaningful memories.
With the support of region office specialists as well as advanced financial planning experts, we serve clients by removing potential obstacles, discovering opportunities and inspiring action to have a positive impact on their lives and on the people and causes they care about.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.