Karen Okimi - SFL
- Certified Financial Planner
- Chartered Life Underwriter
My financial planning philosophy is “Keep It Simple” and try to achieve a balance in life. “Don’t over invest. Don’t over insure, don’t over save and don’t over spend… but do each of these things in proportion to what is important in your life, with one eye to the future.”
Each client needs good core investment holdings with a long-term time horizon perspective. Together we develop a portfolio with an asset allocation reflective of their unique risk profile.
A comprehensive financial plan includes an emergency cash account, protection products for the unexpected, clearly defined goals, a savings program and a diversified long-term investment portfolio.
It is important to have a professionally prepared, updated Will and Powers of Attorney (and guardianship designation when applicable) at all times.
Being a Certified Financial Planner provides me with tremendous opportunity to forge productive relationships with many interesting people. People entrust me with their private information and in return, I help provide them with the tools to realize a better future.
* Mutual Funds are distributed through Desjardins Financial Security Investments Inc.