Wealth Consultants

Karen Podgurnycormier,

CFP, FCSI, RIS

Our wealth managers are a group of motivated, energetic, bright people who want to make our clients as successful as possible. My job is to keep them focused and on track with our client’s goals, along with all the regulations in our industry; it’s a job I love!

Karen ensures that our licensed team of wealth managers provides an excellent and consistent member experience, focused on the member's financial goals and comfort level. She also arranges educational upgrading to ensure compliance with our strict business practice guidelines.

Karen's specialties:

  • wealth management
  • financial planning
  • strategic planning
  • sales support and planning
  • risk management
  • compliance
  • process development
  • mutual funds and insurance

Credentials

  • Certified Financial Planner (CFP)
  • Fellow of the Canadian Securities Institute (FCSI)
  • Responsible Investment Specialist (RIS)
  • Senior Wealth Consultant
  • Certified Investment Dealer Compliance
  • Chief Compliance Officers Qualifying Exam

Contact

Assiniboine Financial Group
200-900 Harrow Street East
204.258.3495
kpodgurnycormier@assiniboine.mb.ca

Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Credential and Credential Securities are registered marks owned by Credential Financial Inc. and are used under licence.

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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