I’m A Financial Consultant, Investment Adviser & a Senior Broker with 26 years of experience in about 6 firms. I have written and passed 5 qualification exam showing that i have both the skill and experience to handle investments carefully to generate profit. Working with 6 investment firms, i specialize in using top-notch strategies in helping my clients increase their overall return on investments.
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Karen Marie had this and more. Her dedication to clients, business excellence and education sets are apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Karen and her team deliver truly professional financial planning services and put their clients’ interests first – I’d happily recommend her to anyone wanting a holistic personalised service.
Karen Marie is a very relatable and trustworthy person and does put your interest first. She doesn’t push but does put things into perspective. My husband and I feel like we’re at least on the road now to retirement and safety of our hard earned money, thanks Karen Marie.
Karen Marie is professional, thorough, and enthusiastic about helping her clients meet their financial and retirement goals. I unreservedly recommend Karen Marie Gendron.
I would like to express my thanks for the work you have done for me over the past years. The expertise and attention to detail with which you have handled my financial affairs could not be faulted. Particularly reassuring to me is our feeling of certainty in the absolute integrity of your dealings with me. Your continual advice on financial planning issues has saved me significant amounts of money. May you prosper, along with your clients.
I had the pleasure of working with Karen Marie Advisory, and I can confidently say that their expertise and dedication are unparalleled. Karen and her team provided insightful, strategic guidance that was tailored specifically to my business needs. Their proactive approach and deep understanding of the industry helped us navigate complex challenges and seize new opportunities.
From the initial consultation to the implementation of their recommendations, Karen Marie Advisory demonstrated exceptional professionalism and a genuine commitment to our success. Their ability to simplify complex concepts and provide actionable solutions was instrumental in driving our business forward.
I highly recommend Karen Marie Advisory to any organization seeking top-notch advisory services. Their impact on our business has been profound, and I am grateful for their invaluable support.
Working with Karen Marie Advisory has been a transformative experience for our business. Their strategic insights and customized solutions have significantly improved our operations and growth trajectory. Karen and her team are true professionals who are dedicated to client success.
A short phone call and complimentary initial meeting with a qualified financial adviser to get to know you and your financial position.
She explore your needs and design a bespoke service plan with agreed fixed fees.
Karen begin a closer examination of your financial situation and provide a detailed financial plan based on market research and financial modelling.
Once her financial plan has been implemented, Karen provide ongoing portfolio review, valuations, and service assessment regularly to ensure that your wealth is secure.
