Karen Diamond
B Admin, CFP, R.F.P

Karen takes great personal and professional satisfaction in helping families and individuals find peace of mind in  their financial plan.

She has a particular interest in the needs of pre-retirement boomers who may be facing the challenges of divorce and separation; who may be subject to severance and job loss; or who may be finding themselves caught in the stresses of the sandwich generation. Even retirement -- a seemingly happy event -- can be a stressful adjustment.  A solid income plan can help alleviate the anxieties of these transitions. 

Her friendly manner and professional approach to comprehensive planning and investment management have made the financial planning process both enjoyable and successful for her clients.

 

  

Credentials

Bachelor of Business Administration 1985
Canadian Investment Funds Course 1993
Canadian Securities Course 1995
Certified Financial Planner 1998
Level II Life Insurance 1998
Registered Financial Planner 2002
Education Director: The Canadian Association
of Financial Planners, Winnipeg Chapter 2002-2003
President: The Financial Advisors Association of Canada (Advocis), Winnipeg
Chapter 2003-2005 Treasurer 2005-2006
Author: Financial Planning for Assisted Living and Long-Term Care seminar
Author: Finance and Investing for Women financial planning course