Karen has worked in the financial industry for almost 20 years and has been helping clients manage and grow their wealth for more than a decade. In fact, she has been a student of wealth management all her life: growing up with her financial planner father who passed on his money wisdom to her from a young age. 


Karen graduated with a Bachelor of Commerce degree from UBC and has both her Certified Financial Planner and Registered Retirement Consultant designations. After over a decade working with a large wealth management corporation, Karen chose to open an independent firm with her partner Grenville to offer more low cost options with the same great service their clients know well.


When not in the office, you can find Karen with her husband and two kids camping or at the ski hill.

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