It's About You
Financial planning is a crucial aspect of life. We learn what we know from a variety of places, including our parents, friends, education, mentors to name a few. Life changes often, opportunities and challenges present themselves which require important decisions to be made. Having a financial thinking partner in your corner allows for open constructive process to make choices.
Personal Finances
Establish a Wealth Plan
Life meanders, setting a short, medium and long term plan helps to guide financial decisions as we flow through life.
Does this sound familiar?
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Your income has increased and you fear that you don't have an effective wealth accumulation and preservation strategy.
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Where is the best place to invest?
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How much can I have in my TFSA
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Who can have a FHSA, First Home Savings Account
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What is diversification, why is it important?
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Running out of RRSP room. What's next?
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You combine your personal goals around your finances.
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Cocerns about financial resources to pivot your career.
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Life has just taken an unexpected turn, more knowledge is required
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Caught in the sandwich generation with kids furthering their education and parent's health becoming more challenging
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When someone asks me to be a beneficiary what does that mean?
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Why is a will, power of attorney and personal directive considered essential​
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Business Finance
Time based strategies
Running a business is a complex matter, meeting short and long terms goals to stay financially viable is a skill. Navigating through business decisions can be a challenge. Having trusted, honest professional advise, allows you to have a more well-rounded, educated and successful decision-making process.
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Are you asking these questions?​
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Is investing in an RRSP my best choice?
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Tax efficient strategy to get my money out of my Corporation?
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Do I need to offer my employees benefits?
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How does a HSA health spending account work with my business?
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Looking for other professionals to support my business
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Adding a new partner to the business - next steps
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Why is a USA (unanimous shareholder agreement) important?
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What is a Buy-Sell Agreement
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Determining a succession plan
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Owning Your Financial Mindset
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Your future wealth deserves your attention, today. We know that we have a responsibility to our future for ourselves and our loved ones. Understanding how to start can be difficult. We have developed a tool called the 6 Wealth Priorities to broaden your understanding of what you truly value as life happens.
We guide you through the fundamentals of financial planning by listening to gain a greater perspective of what matters to you personally and professionally. We work holistically to create a comprehensive plan that involves all aspects of your life.
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Owning your financial mindset
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Together we build our relationship over time and revisit as life evolves and transitions to the next stage. Along the way there are events and change happens. Here are a few examples:
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Career change
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Mindset & perspective change
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Family change
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Health issues
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Relocation
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Major purchase
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Relationship change
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Travel & life experiences​
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Our Services
My Story
Karen Boudewyn takes a holistic approach to financial planning, guiding clients through life’s transitions with a primary focus on achieving financial independence as life transitions. Her process begins with a comprehensive assessment of each client’s current financial situation, followed by setting clear goals, addressing the challenges and opportunities of life changes, implementing tailored investment and risk management strategies, and ensuring robust estate planning. Regular reviews and ongoing education are central to Karen’s method, resulting in a well-rounded strategy that supports her clients’ long-term financial security and overall well-being.
A specialist in life insurance, personal disability, and health insurance, Karen is committed to empowering her clients through education. Partnering with Harness Investments and their designated portfolio managers allows her to dedicate more time to understanding and meeting her clients’ unique needs.
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It is not just about numbers; it's about building trust, providing guidance, and helping clients navigate life's financial challenges. My genuine passion for the work I do, makes me a valuable resource for those seeking financial guidance and security.
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Financial independence facilitates needs - Your needs.
Success Stories
Our Approach
Own Your Financial Mindset...
Let's get started
Tel: 250.217.7533 (BC & cell)
403.457.2290 (AB & office)
