What is important to you? Discovering who you are.
Understanding how to manage your money. Discovering how you relate to your money.
Putting a plan together for your goals.
Protecting the ones you love and you through Life, Critical Illness, Disability Insurance.
Educating the concepts of investing and building portfolios suited for you.
KARL OSSENKOPP B.SC. PFP CFDS
Karl spent his formative years here in London Ontario, graduating from Western University with a Bachelor of Science majoring in chemistry. He has been a financial advisor since 2003, with licenses to broker insurance, investments and mortgages, positioning himself to be able to discuss all aspects of client’s Net Worth. This allows clients to understand the premise that there is a correlation between their net worth, cash flow and their goals which is their financial lifestyle. Spending money on what you enjoy vs. what everyone else is doing is very difficult. With the proper guidance clients begin to see the opportunities to achieve their goals while also protecting themselves and their families from life events. Karl is passionate about continuously furthering his education and knowledge and has earned his Personal Financial Planners (PFP) and his Chartered Financial Divorce Specialist (CFDS) designation and is currently working towards his accreditation for Family Mediation. He also maintains a work life balance with his wife and their four children.
Still not sure if this is right for you?
110 Riverside Dr. Suite 203b
London, ON N6H 4S5