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Karen

Location:

Etobicoke, ON
Hometown: Toronto

Member since:

June 28, 2012

Describe the type of business you are in:

Investment and financial planning. My team creates customized financial plans that takes into account retirement and tax planning, insurance needs and portfolio management.

Meeting a person in what other businesses would have a significant impact on your future success?

Accountants, mortgage brokers, lawyers, real estate agents, etc. Also would like to meet other professionals interested in creating their own customized financial plan.

What is an ideal client for you?

Someone who is interested in improving their financial situation. I offer a second opinion on your current investment strategy and will also review your financial plan.

How did you find this group?

No answer yet

Introduction

I am a Certified Financial Planner and run my practice in Etobicoke. I coach and educate individuals and business owners in all aspects of financial & business planning: risk management, tax and investment planning. I look forward to meeting you.

What Karen is saying about this Meetup Group

Ralph does a super job organizing these events. Thanks.


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