Karen joined IG Wealth Management on January 16, 1995, as a Financial Consultant in the Guelph, Ontario region office. Since then, she has built a reputation as a steady, thoughtful, and highly trusted advisor, known for putting her clients’ interests first and guiding them through financial decisions with clarity and care.

With more than 25 years of experience in comprehensive financial planning, Karen brings deep technical expertise alongside a practical, client-centred approach. She has completed numerous industry courses, including the Canadian Securities Course (CSC), the Chartered Financial Planner program, and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and is also a Registered Retirement Consultant. These credentials reflect not only her knowledge but also her long-standing commitment to professional excellence and ongoing education.

Karen specializes in working with pre-retirees and retirees, helping them navigate complex decisions around retirement income, tax efficiency, estate planning, and long-term financial security. She is known for taking the time to truly understand each client’s goals, concerns, and life circumstances, and for translating complexity into clear, actionable strategies through a comprehensive personal financial plan.

Consistently recognized as a top performer within Region Office 86, Karen’s success is grounded in long-term relationships built on trust, transparency, and follow-through. Clients value her calm, disciplined approach, especially during periods of uncertainty, and appreciate having a trusted advisor who helps them stay focused on what matters most, both financially and personally.

Karen completed the Wharton School’s Behavioral Finance for Private Clients Program, a specialized course designed for financial professionals who want to deepen their understanding of how human behavior impacts financial decision-making. This advanced program explores the latest research in psychology, behavioral economics, and the human sciences, equipping advisors with evidence-based tools to better recognize client biases, improve communication, and support more thoughtful, goal-aligned financial planning. Karen integrates these insights into her practice to offer a more personalized, client-centered approach to wealth management.