Karen Kerr, Private Wealth Advisor - Connect First Wealth & Registered Representative - Credential Securities

Karen Kerr

Karen's Here to Help You

Karen welcomes the opportunity to give you guidance, advice, and help investing and protecting your money.

She believes it's important you have a good understanding of your finances and a solid, workable plan for the future - a plan that's appropriate for where you, your family, and your business are today, and helps deliver the results you need for tomorrow.

As you work with Karen from year to year, she'll help you evolve your plan as life unfolds, and address the tough questions and decisions along the way.

Her Specialty is Wealth

As a qualified Investment Advisor, Karen is proficient in many aspects of wealth management, including:
  • Investment management
  • Retirement saving
  • Retirement income planning
  • Education saving
  • Wealth protection
  • Business succession planning
  • Estate planning
  • RRSPs, TFSAs, and RRIFs
  • High net worth portfolios

Find Your Way to Wealth


When you want to create more personal wealth, it makes sense to work with an expert who understand the intricacie of growing, managing, and protecting money. You want someone who can help you make good decisions, understand your investments, meet your goals, and prepare for what's on your financial horizon.

Work with a Qualified Expert


Karen has over 25 years of experience in the financial services industry. Her strong track record for success is backed by industry recognized credentials and education, too. This includes accreditation as an Investment Advisor, a distinction earned only after completing an intensive national program that builds proficiency in all the critical aspects of wealth management.

She's also a Certified Financial Planner (CFP) and a graduate from the University of Saskatchewan.

A Comprehensive Approach

Karen's approach to managing your wealth is comprehensive, detailed, and disciplined. But more importantly, it's centered around you.

When you work with Karen, she'll first take an in-depth review of your current situation to uncover what matters most. She'll discover what you want out of life, who depends on you, and what concerns you the most.

She'll develop and document your personal wealth strategy which guides the building and managing of your portfolio. She'll develop a plan and identify any elements that need special attention. Building from there, she can proactively anticipate what's next on your financial horizon.

Advice Appropriate for You


Whether you're just starting to build wealth, or already living off your retirement funds, Karen's approach is both flexible and comprehensive, so she addresses the needs of your personal situation and provides advice that's right for you. She will:

  • Discover your goals and net wealth
  • Define your strategy
  • Develop plans and set priorities
  • Manage and protect personal wealth
  • Monitor and report on progress
  • Anticipate and adjust to changes

Access to a Wealth Team


Karen is a member of Connect First Wealth's team of highly-qualified wealth professionals, each with their own specialty. Depending on your situation, Karen may consult with other team members or even other specialists within our community. It's just part of the service we offer to clients and members who have more complex, specialized needs requiring a fully integrated wealth plan.

Active in Your Community

Karen's own personal definition of wealth includes living in a viable, healthy community. Karen believes in giving back to the community.

IIROC Advisor Report

Disclaimer:
Mutual funds, other securities, and securities related to financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Connect First Wealth Ltd. is a wholly owned subsidiary of Connect First Credit Union Ltd., offering Private Wealth services, financial planning, life insurance and investments to our members and their communities. Trademark(s) of Connect First Wealth are used under license by Connect First Credit Union Ltd.

 

Online Banking


When you need an expert's help in growing, managing, and protecting your money, call or email to arrange a personal, confidential consultation.


Karen Kerr, BA, CFP
Private Wealth Advisor
Registered Representative, Credential Securities
Direct: (403) 736-4956
Mobile: (403) 807-1471
Email: KKerr@connectfirstwealth.com

Rehana Begum
Wealth Coordinator
Direct: (403) 736-4017
Email: RBegum@connectfirstwealth.com