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Karen Chalovich

Address

76 King Street West
Cobourg, ON K9A 2M3

Languages

    English

My Background

With 35 years of experience, I offer wealth management to high net worth clients. I manage quality diversified investment portfolios crafted for your unique financial and life goals and to achieve and preserve your wealth. My holistic approach includes Investment, Retirement, Education, Philanthropy, Tax and Estate Planning. I provide sound advice and excellent customer service with access to BMO Nesbitt Burns top resources. Together, investment solutions are selected to grow and preserve your wealth and income. I provide ongoing investment management so you can enjoy your life.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.