Karen Henkelman

equipe

Senior Investment Associate

Spoken languages : English

Karen joined the investment industry in 1992 and has worked with Dale Horsley since 1994 and Mark Horsley since 2010. 

Karen focuses on providing excellent client service and building strong relationships with our clients. She is the first point of contact for our clients regarding the administration of their accounts and their overall client experience.  Karen will ensure new accounts, estate processing and account transfers are handled smoothly and efficiently. 

 Karen is fully licensed, has successfully completed the Estate Planning and Trust Strategy Certificate, the Professional Financial Planning Course, numerous industry related courses and continues to expand her area of knowledge on an ongoing basis.