Meeting Your Clients' Bigger Financial Needs Together
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Meeting Your Clients' Bigger Financial Needs Together
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Narrated by:
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By:
Special Guest, Karen Gowdy, Senior Estate and Insurance Advisor. Karen, with a remarkable 35-year career in the Financial Services & Insurance Industry, provides comprehensive advice for personal and corporate estate and insurance. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on taxes and liquidity. Her work is especially key to delivering exceptional client experiences to all advisors and clients across Eastern Ontario. Beyond her advisory roles, Karen's mantra is family first.
https://www.linkedin.com/in/karen-gowdy-32503332/
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