With over 7 years of experience in the field, Karen has a thorough understanding of the insurance industry. She is responsible for the preparation of all financial plans and insurance solutions, in addition to providing excellent service to our clients and their advisory teams. Karen is also responsible for organizing client and advisor educational events.
Karen began her career in finance at Raymond James working for one of the top portfolio managers in Vancouver where she managed the team’s client events and marketing initiatives. She uses her experience to assist Sarah with the team’s marketing campaigns and online media presence.
Karen is a graduate of Kwantlen Polytechnic University with a diploma in Marketing Management, and has also earned a Associate Certificate in Graphic Design from British Columbia Institute of Technology (BCIT). She is licensed with the BC Insurance Council and currently working towards her Certified Financial Planner (CFP) designation to enhance her knowledge and understanding of the insurance industry.
When she’s not in the office, she enjoys spending time outdoors with her family and friends.