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Karen Frampton
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.





Case Study:
Planning the College Fund
Gillian and Ron Wright have 3 children aged 1, 4 and 6 and wanted to make sure they had enough to send all three children to University when the time came...

[ READ CASE STUDY ]