Karen Lowden BA, LLQP, CCS™
As the Insurance Advisor for Lowdenclear Wealth Management Inc., Karen is committed to providing personalized insurance solutions for both individual and business clients to protect valuable assets and reduce estate taxes. With over 10 years’ experience in the industry, and 5 years of experience in the insurance sales area, Karen recognizes that meeting the needs of each client begins with a thorough client fact find process, identifying priorities and goals.
Karen is also a Certified Cash Flow Specialist providing cash flow analysis to financial planning clients of Lowdenclear Wealth Management Inc. This important first step in the financial planning process is key to the success and accuracy of any personalized financial plan. Working with the Financial Planner, Karen works directly with clients in a supportive manner, diligently helping them to build a strategy to pay down debt faster and free up monthly cash flow to achieve their financial goals.
Finally, as the Compliance Officer for the company, Karen ensures that Lowdenclear Wealth Management Inc. is in full compliance with the Financial Services Regulatory Authority (FSRA). She prides herself on meeting all the required standards in the industry.
Karen is a graduate of York University, has completed the life license qualification program (LLQP) and has obtained the designation of Certified Cash Flow Specialist (CCS). She continues to participate regularly in industry related education programs to further her knowledge in the field.