Investors Group Financial Services Inc.
As a Certified Financial Planner professional, Karen provides sound financial advice to multi-generational families throughout all life stages to accumulate, protect and preserve wealth. Her mission is simple: to have a positive impact on the lives of clients and on the people and causes they care about.
For over 20 years, Karen has tailored solutions to enrich clients’ legacies and to enhance their most meaningful memories. This includes incorporating her knowledge of retirement and tax planning, and charitable gift planning.
Karen and her husband Jim both grew up in London and have one daughter. In addition to relishing time with family, Karen enjoys reading, cooking and working out.
Cathy Cooper joined Benke & Associates Private Wealth Management in 1997. She keeps the team organized and her dedication to service excellence ensures we stay responsive, accessible and proactive in meeting clients’ needs.
Cathy sets the bar high for customer assistance by always making clients feel valued and appreciated and her finely tuned administrative skills keep the team on track with all communications and operations.
Originally from Sarnia, Cathy is a long-time London resident. She enjoys kayaking, snowmobiling, reading, doing puzzles and spending weekends with her husband Mark at their cottage.
The newest member of our team, Theresa brings 20 years’ experience as a leader in the retail industry where she developed a passion for creating strong relationships focused on positive client experiences.
Theresa’s motivation is centered around family and building foundations for financial stability and future growth. She brings this drive to guide clients and their families to fulfil their long-term plans for success.
Originally from Waterloo, Theresa now lives in St. Thomas with her husband Paul and 3 children. They keep her exceptionally busy, but she wouldn’t want it any other way.