Drawing on nearly 25 years of financial services experience gained at RBC and other leading financial institutions, Karen is a forward-thinking, proactive wealth management professional dedicated to providing the best service possible for our clients.
As an Associate Wealth Advisor, Karen leverages her strong interpersonal and organizational skills to coordinate our wealth management services, manage our portfolio review process, and connect our clients to the right partners. She also assists clients in identifying opportunities to enhance their wealth.
Karen's natural affinity for numbers inspired her banking career, and her interest in investments and helping others led her to roles in wealth management. What she enjoys most is getting to know our clients and their families and forming meaningful relationships that help them achieve their short- and long-term goals.
She has complemented her industry expertise, post-secondary education and commitment to clients by completing bookkeeping courses and obtaining her Canadian Securities License and Professional Financial Services Advice (PFSA) certificate. Karen brings valuable experience to our team and always conducts herself professionally and with integrity.
Karen contributes to her community by volunteering and supporting charities such as The Heart and Stroke Foundation, The Canadian Cancer Society and Good Shepherd. Passionate about children’s needs, she also volunteers and donates to Ronald McDonald House.
Currently residing in Stoney Creek with her husband and two children, Karen enjoys reading, gardening, and travelling when she is not being a hockey or soccer mom.