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Karen Kochan |
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Wealth Advisor, Portfolio Manager |
Tel: (204) 949-8999 |
Fax (204) 957-1856 |
E-mail: karen.kochan@nbpcd.com |
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 | | My career in the financial services industry began in 1991 with Canada Trust. Since joining BMO Nesbitt Burns in 1994, my passion for helping clients reach their financial goals continues today as a Wealth Advisor with The Henderson Kochan Wealth Advisory Group. Using a disciplined process, I work closely with our clients to provide specialized wealth management solutions, tailored to their unique needs.
Following the completion of my Bachelor of Commerce (Honours) degree in Finance from the University of Manitoba, I achieved my Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI) designations through the Canadian Securities Institute (CSI). I am both Options and Level II Insurance licensed, and am committed to furthering my education through industry courses to stay abreast of today’s complex wealth planning strategies. To stay connected to the community, I am a member of the Allied Professionals advisory group for the Winnipeg Foundation.
I grew up in Winnipeg and am happily married to Paul. We have a (very busy) young son Max, who is the joy of our lives. I enjoy travel, golf, cooking and most importantly, our family time at the cottage. |
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