CFP, CLU, CIM
Karen has over 25 years’ experience in the financial services industry and has been with Nicola Wealth since its inception. Karen has a CFP, CLU designation and recently completed the Chartered Investment Manager (CIM) designation.
With her superior analytical skills and dedication to client service, Karen focuses on identifying clients’ retirement, investment and estate planning objectives, completing retirement income projections and determining the most suitable insurance and financial products to suit their needs.
Over the past two years, Karen has been awarded the following: