Certified Financial Planner®

Karen Sawyer-BrunetteH.B.Comm, CFP®

Karen is a Certified Financial Planner® and Vice-President at Sawyer and Associates Financial Services Ltd. In 2010, she graduated from Laurentian University with an Honors Bachelor of Commerce degree. She focused her studies in the areas of financial management which included obtaining an in-depth knowledge of accounting, taxation and finance. Karen continued learning valuable skills by gaining experience at two local accounting firms. These positions allowed her to gain additional knowledge and experience in the areas of accounting and taxation which have proven to be invaluable assets when dealing with more complex issues, as well as in identifying tax saving strategies for clients.

 

After building a solid foundation in finance, Karen began her career in financial planning working alongside her father Phil.  In this position Karen has had the opportunity to develop relationships and enhance her knowledge base in an advisory role. She has gained extensive knowledge and expertise managing investment portfolios, with a strong focus on comprehensive retirement planning, as well as estate and tax planning beginning in working years through to retirement and death. 

 

Having a young family herself, she understands the balance required to plan for the future while also enjoying life and our families while possible. She helps to guide clients through the planning process and explains the importance of ensuring their family is protected in the event of an unexpected death or illness with the use of insurance solutions.  

 

With many successful years still ahead of her, Karen looks forward to continuing her work with current clients and welcomes the opportunity to meeting with new clients. In a world that is always changing, Karen looks for opportunities to further develop her knowledge in order to adapt and stay ahead of the changes. Karen works with individuals of all ages, and with the use of our eight step client engagement process, will develop a customized solution to meet your financial goals. 

 

Insurance products available through Karen Sawyer-Brunette.