We initially met Karen during one of her Special Needs seminars back in 2016, as we have an autistic adult son. We've dealt with her (plus the staff at Spectrum Financial Services) ever since, not only having Karen set up & manage an RDSP for our son but opening RRSP accounts (as well as life insurance policies) for ourselves. We've exposed our younger son to our conversations & brought him along to meetings and he, too, has now set up investments through the office!
Karen's detailed knowledge, calm demeanor and continued patience with us truly speak to the type of person she is. Our questions (sometimes the same ones again & again!) are answered in a timely manner, there is no judgment about our situation and thus we feel very comfortable speaking with Karen about private financial matters.
We would highly recommend Karen's expertise in all things financial (and in particular, Special Needs planning); attend one of her seminars and you'll come to know Karen the way we do; not just a financial planner but also a friend!