Kara is a Licensed Registered Representative with over a decade of experience in the financial services industry. Since joining the firm in February 2022, she has completed her CSC and CPH courses and has taken a lead role in shaping operational strategy and team development.
Kara oversees the day-to-day operations of the team and leads the administration team, ensuring processes run smoothly and efficiently. She also specializes in onboarding new clients, executing trades, and managing private placements. Known for her exceptional client service and approachable nature, Kara is committed to fostering a high-performing, client-focused culture.
Outside the office, Kara cherishes time with her husband and children, especially when they are playing board games or soccer together. A devoted animal lover, she also enjoys heading outdoors for long adventures with her dog, Blu.
