The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
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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: