Karen Ma - The Mahrt Investment Group

Karen began her career in the financial services industry as a Customer Service Representative at a prominent Canadian financial institution. In this role, she engaged with clients and executed their day-to-day transactions with a focus on speed and efficiency. Due to her exceptional performance, Karen quickly advanced to the position of Senior Customer Service Representative.

In 2018, she joined Mahrt Investment Group as an associate, where she plays a key role in overseeing client documentation and providing comprehensive support in the administration of client accounts. Her dedication to professional growth is evident through her successful completion of the initial Canadian Securities Course examination and her ongoing pursuit of an IIROC registration, highlighting her commitment to maintaining high standards of financial expertise.

By continuously enhancing her skills and experience in the financial services industry, Karen has built a strong foundation and demonstrated a drive for excellence, making her a valuable asset in delivering exceptional financial solutions and services.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. Insurance products are offered through Wellington-Altus Insurance Inc. which is a separate company and not an affiliate of Wellington-Altus Private Wealth.

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