KAREN WINDISCHMANN

As a Senior Investment Advisor with Manulife Securities Incorporated, Karen Windischmann is an esteemed financial industry professional who brings over 26 years of industry skill and experience to her clients. Karen incorporates a holistic client focused investment and financial strategies approach, to take into consideration the unique financial and planning needs of her clients at the individual level, at the family level, and at a business level if need be... Dually licensed for investments and for insurance, Karen offers a full array of wealth management solutions-Managed Accounts, Fee-Based Accounts, Traditional Investment Accounts, Equities, Fixed Income, Mutual Funds, Financial Strategies, Tax Planning Strategies, Estate Planning Strategies, Income Generation Planning, Income and Asset Protection Planning, Segregated Funds, Business Succession Planning, and Life Insurance Planning. The financial solutions she creates, and her commitment to her clients, form the cornerstone of..

Primary location: Toronto