Assistant to Margôt Adam
Client Services Representative
Karen joined Moneystrat in June 2016. Karen has industry education consisting of the Canadian Securities Course, the Conduct and Practices Handbook Course and the Financial Planning & Insurance Course through the Canadian Securities Institute. She has over 20 years of experience in the financial industry. Prior to joining Moneystrat, she held positions as a Financial Advisor and Financial Planner.
Karen's focus at Moneystrat is to assist Margôt Adam with her financial planning practice and provide superior customer service to new and existing clients.