B Admin, CFP, R.F.P.
Certified Financial Planner
Registered Financial Planner
Even retirement – a seemingly happy event – can be a stressful adjustment. A solid income plan can help alleviate the anxieties of this transition.
There is so much more to a retirement plan than just picking investments and making sure the cheque is in your account each month. Your plan has to reflect your particular circumstances and be flexible enough to change with the changes in your life.
Health or family issues may cause an abrupt change in your priorities. And the investment climate has created challenges for many retirees. It is said that a true expert is someone who knows what to do when no one else knows what to do. We are acutely aware of the impact of all these things on the retirement income strategy and we are here to make sure that your income plan is appropriately adapted to meet those changes.
Our unique approach to retirement income planning is outlined in "Your Retirement Income Blueprint - 3rd edition," a Canadian best seller by Daryl Diamond. We are true experts in the field of retirement income planning and we want to share our expertise with you.
Retirement Income Planning
Severance Counselling/Pension Transfers
Income Planning after Divorce or Death of Spouse
Tax Preparation (full service clients)
Bachelor of Business Administration 1985
Canadian Investment Funds Course 1993
Canadian Securities Course 1995
Certified Financial Planner 1998
Level II Life Insurance 1998
Registered Financial Planner 2002
Education Director: The Canadian Association of Financial Planners, Winnipeg Chapter 2002-03
President: The Financial Advisors Association of Canada (Advocis), Winnipeg Chapter 2003-05,
Treasurer: Advocis, Winnipeg Chapter 2005-06
Member: The Institute of Advanced Financial Planners (IAFP)
Member: The Financial Advisors Association of Canada (Advocis)
Member: FP Canada
Since 1991, Karen has been a member of the Children's Hospital Guild of Manitoba which works to support the Children's Hospital and The Children's Hospital Foundation of Manitoba, Inc.
Consumer Information Links:
- The Canadian Securities Administrators National Registration Database includes a registration search tool -- search by individual name
- The Insurance Council of Manitoba (ICM)
- IPC Investment Planning Counsel
- FP Canada - Find a Planner -- search by individual name