Client Service & Wealth Management Coordinator
 

 

Korena coordinates our client service plan and assists in providing clients with comprehensive wealth management advice and solutions.

Korena is a Certified Financial Planner and has 10 years of experience working in the financial industry. In 2005, Korena enrolled in the Financial Planning program and graduated from Medicine Hat College, with a diploma in 2007. Her next goal was the Certified Financial Planning certification, and she attained that in November 2009. Since entering the financial industry, she has discovered that this career path is one that definitely fulfills her need to help others. She has a profound passion for helping her clients discover what their dreams look like, creating a plan to achieve those dreams and finally implementing and monitoring the plan so that when it comes time to realize those dreams, everything is in order.

In her free time, Korena enjoys volunteering with several different charities in the community. She sits on the board of one particular charity that is near and dear to her, Bridges Family Programs Association of Southeastern Alberta. She has been happily married for 28 years, and alongside her husband Travis, has raised two amazing children, Joshua and Marena. Korena enjoys traveling and spending time with her family.