With nearly two decades of experience in the financial services industry, Kari Wolfenson brings a thoughtful, personalized approach to wealth management, built on trust, transparency, and long-standing client relationships.
Kari believes that successful wealth management begins with understanding the people behind the portfolios. She takes the time to learn what matters most to her clients, from their immediate financial priorities to their long-term aspirations. From there she develops tailored strategies designed to support the lives they are building for themselves and across generations. This is all in part to support her belief that financial advice should be accessible, transparent, and grounded in genuine relationships.
As a Fellow of the Canadian Securities Institute (FCSI®), Certified Financial Planner (CFP®), and Chartered Investment Manager (CIM®), Kari brings a comprehensive perspective to investment and wealth management. Her academic background and professional credentials reflect a commitment to continued education, technical expertise, and delivering well-rounded financial advice. She helps individuals and families navigate important financial decisions with clarity and confidence, combining disciplined investment management, and a highly personalized client experience.
Outside of her professional life, Kari and her husband share a passion for youth sports and community involvement. Together, they founded and operate Wheatland Hockey, a youth hockey development program focused on creating inclusive, accessible opportunities for young athletes to develop their skills, build confidence, and foster a lifelong love of the game. When she's not at the office or the rink, Kari enjoys travelling, spending time at the lake, and making memories with her husband and their children.
