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KAREN MORRIS
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KAREN MORRIS, CFP
Senior Financial Consultant
GUELPH, ON
Primary Business Phone (519) 836-6320
Toll Free 1-800-745-0690
karen.morris@investorsgroup.com
Years with Investors Group : 15
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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. 
Jennifer Guardiero, Karen Morris, Kerrie Bowers
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Professional Organizations and Community Involvement: KAREN MORRIS
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Fundraiser, Alzheimers Association |
2008 - present
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Fundraiser, Heart and Stroke Foundation |
2006 - present
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Chartered Financial Planner, Canadian Institute of Financial Planning |
1999 - present
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Certified Financial Planner, Financial Planners Standards Council |
1999 - present
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Senior Financial Consultant, Investors Group |
1995 - present
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Baseball Coach- Boys and Girls, Guelph Minor Baseball Association |
1996 - 2006
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Executive, Guelph Ladies Slow Pitch |
2000 - 2004
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Volunteer, Reach for Recovery |
1997 - 2003
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Fundraiser, Weekend to End Breast Cancer |
2004 - present
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Happily Married to, Michael Morris |
1990 - present
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Proud Mother, Bradley (19) and Krista (17) |
1990 - present
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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).
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