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.
The newest member of the team, Amanda has been in the financial services industry for over 8 years. She is extremely passionate about helping families prepare, plan and invest for their short and long term financial goals. What she appreciates most about financial planning is being able to share in big life events that truly matter most to clients.
Born and raised in London, Amanda graduated from the University of Western Ontario. She and her husband Nuno have two young children, Lily and Miguel. Amanda enjoys spending time with her family, participating in any and all outdoor activities, and practicing and teaching yoga and meditation.
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.