Executive Assistant
Karin Joined Spencer Financial in 2012. Beginning as an Administrative Assistant she is now the Executive Assistance to Robert Spencer. She is dedicated to servicing the needs of our clients, assisting the advisors, office support and maintaining compliance standards.
514-697-5800 x200
koram@spencer-group.ca
Accreditation
CLU (Chartered Life Underwriter): This designation is granted by the Canadian Association of Insurance and Financial Advisors. It is a 12-course program that covers a broad array of insurance and financial subjects including taxation, life insurance and estate planning.
ChFC (Chartered Financial Consultant): This designation is also granted by the Canadian Association of Insurance and Financial Advisors. It is a three-course program that specializes in advanced investment and financial planning strategies.
RHU (Registered Health Underwriter): This designation attests to expertise in all areas of living benefits, including income replacement, critical illness protection and long-term care.
