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Tel: 416-968-1444


Karen Frampton
Assistant to Marg˘t Adam
Client Services Representative

Karen joined Moneystrat in June 2016. Karen has industry education consisting of the Canadian Securities Course, the Conduct and Practices Handbook Course and the Financial Planning & Insurance Course through the Canadian Securities Institute. She has over 20 years of experience in the financial industry. Prior to joining Moneystrat, she held positions as a Financial Advisor and Financial Planner.

Karen's focus at Moneystrat is to assist Marg˘t Adam with her financial planning practice and provide superior customer service to new and existing clients.

Case Study:
Planning the College Fund
Gillian and Ron Wright have 3 children aged 1, 4 and 6 and wanted to make sure they had enough to send all three children to University when the time came...