Karen Puzara

B.A., CPCA

Mutual fund representative 1 Insurance representative

Westmount

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

Our goal is to provide our clients with a portfolio that works today and into the future. A personalized, well-diversified portfolio is key to investment success. We use our 30 years of experience to enable retail investors to access markets, asset classes, and expertise previously widely unavailable. With our specialized expertise, we offer knowledgeable advice on alternative investments that deliver uncorrelated sources of investment returns, mitigate risk, and manage volatility. For years we have successfully provided independent financial services based out of London. We have assisted individuals, families, professionals, farmers, and small business owners achieve financial success. While developing a personal relationship with you, we will clearly identify your objectives, define your investor profile, and cultivate a unique plan to help you reach your financial goals. Contact us today to discuss your financial future. (In-person, virtual or telephone meetings available).

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Insurance

Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

  • Life Insurance (universal, whole, term)
  • Guaranteed Issue Life Insurance
  • Segregated Funds
  • Health and Dental Insurance
  • Travel Insurance
  • Group Life Insurance
  • Annuities
  • Living Benefits (critical illness, disability, long-term care)

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
Learn more about the value of a representative
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Economic news with Sébastien Mc Mahon and his team

Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.