Wealth Consultants

Karen Di Quinzio,

B.Comm, CFP, RIS

The financial health of our members, at all stages in life, is a responsibility we take seriously. We work closely with them to educate and advise them on the financial strategies that will make a positive difference, every step of the way.

Karen has over 25 years experience in the financial industry and knows the value of solid strategic thinking. She leads, develops and mentors our consultants, helping them exceed client expectations; Karen's also responsible for relationship management, member satisfaction, service standards and ensuring her team delivers effective and valuable financial advice. 

Karen's specialties:

  • wealth management
  • financial planning
  • business planning and support
  • mutual funds*
  • client service
  • compliance
  • risk management
  • product, policy and marketing

Credentials:

  • Bachelor of Commerce, (B.Comm. (Hons.))
  • Certified Financial Planner (CFP)
  • Responsible Investment Specialist (RIS)

Contact

Assiniboine Financial Group
200-900 Harrow Street East
204.258.3375
kdiquinzio@assiniboine.mb.ca

Mutual funds and financial planning are offered through Credential Asset Management Inc. 

RIA Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy.

 

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