“If my clients have questions, they know they can call at anytime.”
Karen has over 20 years experience in the Financial Services industry. She began her career assisting Walter Hardie, while completing the required industry courses to become a Life Insurance and Mutual Fund Advisor. She was awarded her Certified Financial Planner designation in 2009. After many years of working together, Walter is now enjoying his well deserved retirement and Karen has since taken over the practice. She is a member of Advocis and is a past Director of the Greater Hamilton Area Chapter. Karen lives in Burlington with her husband Kent and is the proud mother of their sons Brent and Kirk.
— Karen Sage, CERTIFIED FINANCIAL PLANNER® professional