Beyond the Practice: Smart Financial Strategies for Dental and Medical Professionals

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Professionals you can trust

Karisa is an approachable person interested in learning about her clients, and the unique financial issues they face as high net worth families, incorporated professionals or business owners. With a clear understanding of client needs and objectives, she uses her in-depth technical knowledge in collaboration with other key advisors to develop a strategy to move them forward.

Karisa spent four years as a Financial & Tax Planner at a Vancouver-based independent, full-service investment firm. Karisa is a Chartered Professional Accountant (CPA), Chartered Accountant (CA), Certified Management Accountant (CMA), Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®).

Karisa brings nearly two decades of banking, investment, and wealth management experience in Canada and internationally.

Overview

Karisa Schaitel

Client Relationship Manager

Wealth Advisor

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments 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 as an offer of any of Nicola Wealth’s investments 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.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor

Karisa Schaitel

Overview

Insights from Karisa

Professionals you can trust