Karen Chisholm BA, QAFP, CLU, CHS Financial Advisor
46 NAPIER STREET EAST N0H 2P0 Thornbury, ON, Canada

As Thanksgiving approaches, it is time to think about what you are grateful for, and want to protect. Let that inform the short, mid, and long-term goals that make up your financial strategy. The rest of the year will bring even more change, and I can help you prepare for it. Let’s chat. Give me a call at 519-599-7632 or let’s set up a video conference. #financialgoals #financialstrategy #financialadvisor #thankful #grateful #thanksgiving

When you invest your money, it’s important to know it’s helping you reach your financial goals. Ask me how you can connect your investments to your life goals with Canada Life Constellation Managed Portfolios. Let’s chat. Give me a call at 519-599-7632 or let’s set up a video conference.... #financialgoals #investments #managedportfolios

The results are in for the Simcoe.com Readers' Choice Awards 2020! I would like to say a huge thank you to everyone who voted for me as Southern Georgian Bay's Favourite Financial Planning Services!

Experiencing significant milestones like getting married, making a large purchase or buying a home, starting a family or new business, might have you thinking about how you can cover the costs of big expenses and protect the ones you love the most if you weren’t around. One simple, affordable and flexible way to do this is by purchasing term life insurance. Let’s chat about your options, including a special limited time offer from Canada Life. Give me a call at 519-599-7632. #lifeinsurance #termlifeinsurance #financialsecurity #specialoffer

Don’t miss out on this offer! It is almost unheard of to see a deal on life insurance! Insurance is an important part of any financial security plan. Now through December 1, Canada Life is making term life insurance even more affordable by offering 4 FREE MONTHS of coverage on their longer duration term products. Watch this quick video then let’s set up a video or conference call to discuss your options.... #lifeinsurance #termlifeinsurance #financialsecurity #specialoffer

Voting ends this Sunday for the Southern Georgian Bay Readers’ Choice Awards 2020. I am honoured to be nominated in the Best Financial Planning Services category and I would truly appreciate your votes. https://www.simcoe.com//karen-chisholm-ba-qafp-clu-chs-fin... #financialadvisor #financialplanning #readerschoice #pleasevote

Retirement is a time for celebration But it’s also a time for reflection on your finances, especially the role your home plays in your complete financial picture. Much of that depends on if you’re carrying a mortgage into retirement with you. Here are 5 things to consider when retiring with a mortgage in Canada: https://www.canadalife.com//things-to-consider-when-retiri #financialplanning #mortage #retirementplanning #retirement

Freedom today, freedom tomorrow. I love working with my clients to find financial solutions that work for them now and into the future. Let’s find a way that you can have control over your money while doing what makes you happy and focusing on your family and business - not just on your finances. Let’s chat. 519-599-7632... #financialadvisor #financialplanning #financialfreedom #financialsolutions

Thank you so much for your nominations! I am so pleased to be in the running for Best Financial Planning Services in the Southern Georgian Bay Readers’ Choice Awards 2020. Voting is open until September 27 and I would appreciate your support.... https://www.simcoe.com//karen-chisholm-ba-qafp-clu-chs-fin #financialadvisor #financialplanning #readerschoice #pleasevote

I have a different approach to my clients. I would like to simply get to know you, your family, lifestyle, career, ambitions, challenges and opportunities. Then we can work together to agree on our next steps. Let’s set up a time to chat and learn how I can help you achieve your financial goals 519-599-7632. #financialadvisor #financialplanning #financialgoals #clientfocussed

As a business owner, it’s important to consider the various ways to cover the risks your business faces, protect your employees and build employee satisfaction and loyalty. We offer a number of solutions to help business owners like you protect and grow your business. Let’s chat 519-599-7632 #financialadvisor #financialplanning #businesssolutions #entrepreneurs

Jack emailed me with some very detailed questions and concerns, many centred around our current new normal and global events. We were able to meet virtually and address his specific needs in a manner that we were both happy with. Thanks, Jack! #clienttestimonial #virtualmeetings #financialadvisor #financialplanning