Our Team
Steven Ross | Zachary Webster | Karen Frampton | Stephanie Rashid
Karen Frampton
Assistant to Margôt 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 Margôt Adam with her financial planning practice and provide superior customer service to new and existing clients.
Case Study:
Planning your Family's Security
Planning your Family's Security
John and Marie Kasun, a young couple with 2 young children, had recently bought their first home. John had just started a business and Marie worked from home and earned a significant self-employed income but they had no insurance...
[ READ CASE STUDY ]
[ READ CASE STUDY ]