Karen Ogden

My Story
Mission Statement
My mission is to provide my clients with unbiased,innovative investment and insurance solutions that are tailored to their individual needs and goals. I do not believe in a “cookie-cutter” approach as all clients have differing needs that require individualized portfolios that address these needs. My job is to assist my clients through life altering events such as retirement, divorce, illness and give them the freedom and peace of mind that comes with partnering with an investment professional to solve their problems.

Background
Karen has over 30 years experience in the Investment Industry and over 18 years experience as an Insurance Advisor. Prior to her joining Leede Jones Gable in 2013 as an Investment Advisor/Insurance Advisor- she was employed as an Investment Advisor with Canaccord Wealth Management and an Insurance Advisor with Canaccord Estate Planning Services Ltd.in Vancouver,B.C. from 2004 to 2013. Karen was employed as an Investment Advisor at her own branch in West Vancouver, B.C. with the firm of Edward Jones for 5 years (from 1999 – 2004). Karen started her career with Canarim Investments in 1988. Karen earned her F.C.S.I. designation (Fellow of the Canadian Securities Industry) in 1991.

Business Focus
The type of clients I assist are retirees – looking to create retirement income and preserve and pass on their estates – single and working women and their unique needs – as well as assisting pre-retirees and young working couples to create a nest egg and future retirement income.

Investment Philosophy:
I focus on income-producing investments with an emphasis on tax efficiency. I offer investment and insurance solutions to help build client’s portfolios and protect client’s assets. I offer my clients individual stock portfolios with an emphasis on dividends, a broad range of ETFs (Exchange Traded Funds) to offer diversification (low costs, income, sector investments), mutual funds, GICs, fixed income investments as well as fee based accounts. I offer my clients life insurance, annuities, variable annuities, segregated funds, critical illness, disability insurance (through Leede Insurance Agency Inc.)

We also offer self-directed RRSPs (in both Canadian and US dollars), RRIFs, TFSAs. We offer personalized one-on-one portfolio reviews on an ongoing basis to make sure we are on target to achieve our investment goals. These meetings allow us to monitor any life altering events that could affect a client’s time horizon, risk tolerance or investment goals. We offer ongoing educational events for clients as well