Karen Harquail, CFP Financial Planner

Karen Harquail, CFP Financial Planner

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I offer financial planning, tax planning and estate planning. Through the use of Insurance and mutual funds we are able to meet all your financial needs..

Deal or dud? Here are the campus offers students should use — and avoid 09/08/2023

Deal or dud? Here are the campus offers students should use — and avoid Over the first few days of the new semester, the courtyards and hallways of campus will be lined with booths: clubs and societies to join, information on the healthcare clinic, banks flogging credit cards and telcos offering cellphone deals. Some of these booths offer valuable deals worth taking adv...

A beginner's guide to investing in the private markets 09/02/2023

A beginner's guide to investing in the private markets Private-market investing used to be reserved for institutional investors and the ultra-wealthy who had at least $5 million in net assets, but markets and investment products have since evolved to allow people who have even just $100,000 in savings to enter this once-rarefied realm.

How to have fun without going broke during university 09/01/2023

How to have fun without going broke during university You often hear it said that university will feature some of the best years of your life. Chances are, they’ll also be some of your most broke years. University is an exhilarating time because so many new things are happening. One of those new things is learning how to handle your money.

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2-955 Alloy Drive
Thunder Bay, ON
P7B5Z8