Karen Chalovich
CIM, FCSI

Address

76 King Street West
Cobourg, ON K9A 2M3

Languages

English

My Background

With more than 30 years in the investment industry, Karen Chalovich is experienced in developing personalized investment plans that take into account each client's goals, risk tolerance and investment time horizon. Based on analysis of the client's financial goals and current situation, an appropriate investment strategy is recommended. Each client's portfolio is continually monitored to ensure their specific needs are met.

As a BMO Nesbitt Burns Senior Investment Advisor, Karen offers timely, relevant, high quality investment advice. BMO Nesbitt Burns offers industry-leading equity research and BMO Nesbitt Burns Managed Assets Group provides access to world-class managers. She has broad experience and a solid reputation in assisting individual, corporate and institutional clients. Karen opened the BMO Nesbitt Burns Cobourg office in 1993.

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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.

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