Lynn-Marie Tollis - TD Financial Planner

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596 Plains Rd E
Burlington, ON L7T 2E7
+1 (905) 827-8571
http://financialplanners.td.com

Lynn-Marie Tollis - TD Financial Planner in Burlington, ON, is home to Karen Gemin, a Senior Financial Planner with extensive experience in the financial services industry since 1991. Karen is dedicated to building strong client relationships and helping individuals achieve their personal financial goals.

With a Bachelor's degree in Business Management from Ryerson and a CERTIFIED FINANCIAL PLANNER™ certification, Karen is well-equipped to guide clients through various financial planning services. She assists clients in creating budgets, investing wisely, minimizing taxes, planning for retirement, and setting up their legacy through estate planning.

Karen's approach involves understanding each client's unique goals and financial position to tailor personalized financial plans. By defining goals, evaluating financial status, exploring investment opportunities, and creating timelines, clients can work towards achieving their financial aspirations with Karen's guidance and expertise.

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