Karen Benke became our financial advisor when I was pregnant with our first child.  She has consistently provided both quality financial advice and service.  She has helped us navigate multiple life stages and financial goals.  Her counselling to consider critical illness insurance for our children was invaluable.  Our son developed type 1 diabetes at age seven.  Not only did we receive a considerable insurance payout, but he is also guaranteed for life insurance.  Having Karen as a financial advisor has been a fantastic experience and I would sincerely recommend her services to anyone. 

-- Jeff and Melissa K.

I am about to retire at the end of this month and I feel ready financially to begin this new and exciting chapter in my life. I have been a client of Karen Benke’s for the past 16 years and she has been an amazing asset in helping me plan and manage my earnings. With her support and guidance I was able to pay off debts, set a realistic budget and begin to save for my retirement. I was somewhat intimidated to consult a financial advisor but Karen made me feel comfortable right away with her nonjudgmental attitude and genuine interest in my financial well-being. 

I will forever be thankful for her guidance and expertise.

Thank you Karen! 

-- Louise B.


 We have dealt with investment advisors and financial planners for over 30 years now and Karen Benke is one of the two best. One of two?  Well, yes...Barbara Benke (Karen's mentor) is the other. Karen provides individualized, responsive and excellent service: we have always been more than satisfied and our questions and concerns have always been handled promptly. Karen is very knowledgeable, professional, skillful and approachable. She is a pleasure to work with and we have always been confident that our portfolio is being well managed with respect for our financial goals and life values. Highly recommended! Our heartfelt thanks to Karen and her excellent assistant, Cathy Cooper.

-- Douglas C.


You have been most caring in your dealings with us and we would not hesitate to recommend to family and friends your professional help.  In these times, it is so necessary to have a Karen Benke on your side.  Your knowledge and expertise of our financial needs are so much a part of the peace of mind that you offer to us.

-- Larry and Connie M.


It is a distinct pleasure to work with Karen Benke as my financial planner.  Karen spends time answering a multitude of questions...  this approach greatly reduces my tendency to be anxious about the future.  Karen has kept my portfolio under close scrutiny and has stabilized my investments dramatically over the years in spite of the multiple downturns in the economy and the worrisome financial predictions.

Both my brother Don and I benefit from her understanding, knowledge and compassion related to our concerns.  As a Certified Financial Planner professional with IG, Karen holds a key role both now and into our future peace of mind in providing my brother and me with solid and stable advice and careful monitoring. 

I say a personal thank you to Karen for all her support and wise counsel.

-- Jean E.