|
|
|
 |
|
|
|
|
KAREN ERICKSON
| |
KAREN ERICKSON, CFP, CSA
Division Director
KELOWNA, BC
Phone (250) 762-3329
Cellular (250) 215-9521
karen.erickson@investorsgroup.com
Years with Investors Group : 4
| |
|
What can you expect from me as your Investors Group Consultant?
I'm personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning here at Investors Group, I'll help you keep abreast of increasing changes in the financial services industry.
Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll have the necessary in-depth information you need to make your most important investment decisions.
I'm dedicated to working with you to ensure you achieve your financial goals.
|
Professional Organizations and Community Involvement
|
|
Member, Okanagan Valley Entrepreneur Society |
2009 - present
|
|
Member, Certified Senior Advisor Association |
2006 - present
|
|
Member, Kelowna Women in Business |
2004 - present
|
|
Board of Directors, United Way of Central Okanagan |
2009 - present
|
|
Funds Allocation Committee, United Way of the Central Okanagan |
2009 - present
|
|
Chair of New Funds Development, United Way of Central Okanagan |
2009 - present
|
|
Panel Member, School District 23 - Grad Transition Planning |
2008 - present
|
|
Chair - IG United Way Golf, United Way Campaign |
2004 - 2005
|
|
|
|
For your privacy and protection, we remind you that email is not for confidential inquiries. Please do not include any confidential information in your message (e.g. account numbers, credit card numbers, social insurance numbers, trade requests or other personal information).
|
