Karen Morris CFP, RRC

Executive Financial Consultant

Karen joined IG Wealth Management on January 16, 1995 as a Financial Consultant in the Guelph Office. Karen was awarded Rookie of the Year in 19951, received the K/W Guelph Millennium Club Comprehensive Financial Planning Award of Distinction in 20002, and attended Sales Leaders in 2005 and 2007 and 20183. Karen received her Platinum Certificate of Achievement in 2014 for Personal Financial Planning4.

Karen has completed numerous industry courses including the Canadian Securities Course (CSC), the Chartered Financial Planner, and CERTIFIED FINANCIAL PLANNER designation and is also a Registered Retirement Consultant.

Karen has over 25 years of experience in Financial Planning with IG Wealth Management. She has proven to be one of the top performers in Region Office 86, specializing her practice to service pre-retirees and retirees with a full Personal Comprehensive Financial Plan.

1 Based on Investors Group New Business Year 1 Consultants Guelph Office 1995
2 Based on Investors Group K/W Guelph Top 10 Consultants creating New Personal Financial Plans 2000
3 Based on Investors Group New Business Leaders 2005, 2007, 2018
4 Based on Investors Group Top Consultants with 80% or more completed Personal Financial Plans 2014