A Consultant in our Montreal office, Karen conducts detailed analyses that consider all aspects of her clients’ financial situation when creating their customized plans. Her financial planning expertise includes personal finances, investment strategies, retirement planning, taxation and estate planning.
Karen understands the pressures of life that her clients are under, and provides reassurance when helping them move towards financial independence. She has particular experience working with physician members of the Canadian Medical Association, and is an advocate for women’s financial literacy.
Karen’s experience in wealth management began in 1996 when she joined a major financial institution. Here, Karen honed her analytical skills and financial planning knowledge, and moved into more senior advisory roles. She was a tax and estate planning analyst before joining T.E. Wealth in 2013.
Karen holds the Chartered Administrator (C.Adm.) and Financial Planner (F.Pl) designations, and has a Bachelor of Business Administration from Université du Québec à Montréal.
Karen and her husband live with their two daughters near Montreal, where she is an active community volunteer.