Grow & Protect Your Wealth with Personalized Financial Planning
Financial planning is about more than numbers; it’s about making confident decisions that support the life you want to build.
Whether you’re planning for retirement, paying down your mortgage, or simply looking for clarity around your finances, I’ll help you move forward with structure and confidence.
Financial Planning You Can Trust
Financial decisions can feel overwhelming, but you don’t have to navigate them alone. With over 19 years of experience and professional designations including:
- Certified Financial Planner® (CFP)
- Chartered Life Underwriter® (CLU)
- Elder Planning Counselor™ (EPC)
I help individuals and families gain clarity, confidence, and direction through personalized financial advice tailored to their unique goals and circumstances. When we work together, you gain more than a financial planner. You gain a trusted partner who is invested in your success. Together, we’ll create a strategy for your financial future, adapt it as life changes, and ensure you always have someone to turn to when important financial decisions arise.
Why Work with Me?
Comprehensive
Financial Planning
Financial planning is more than just investment planning. I take a holistic approach by looking at all areas of your finances and how they work together. I’ll work with you to build a personalized, comprehensive plan.
Financial
Education
You mean far more to me than an investment portfolio. From helping you understand the complexities of investments & insurance to empowering you to make smart financial choices, client education is at the core of my approach.
CFP Professional
& Fiduciary
CFP certification is considered the gold standard for the financial planning profession worldwide. CFP professionals are required to follow a strict code of ethics and have the utmost responsibility when it comes to putting our client’s best interests ahead of our own.
Strong Relationships: The Foundation of My Success
I am privileged to have worked with some amazing clients over the years and care deeply about building genuine relationships based on mutual trust and respect.
I highly recommend Kara to any serious investor looking for personalized financial planning advice. Kara applied her deep knowledge of asset management to develop an optimal strategy for me to achieve my retirement goals. Unlike other financial planners, Kara does not develop a plan with you and disappear. She takes a proactive approach and regularly updates me on my current financial circumstances and identifies opportunities. I trust Kara’s recommendations, and I am confident she is providing me with the best professional advice to meet my objectives.
Karey B – West Vancouver, BC
I was talking to my daughter one day about wanting to retire but I wasn’t sure if I could make it happen; she told me to call her financial planner, Kara Day. My daughter sent the introduction email and my journey with Kara started there and I haven’t looked back once! Kara is very knowledgeable and willing to explain everything in detail. Kara explained things to me that my other financial planner never did and I’m sorry I wasted my time with them. She took the time to get a deep understanding of my needs & wants and provided a clear path I can be confident with. I can now sit back and do the things I’ve always dreamed of doing. I highly recommend Kara. She will help you reach your goals if you are just starting out or she will make your dream of retiring come true.
Anita B – Grimsby, ON
My husband and I have been working with Kara since 2007. Kara is extremely knowledgeable and is always there to answer our questions so that we might make informed decisions about our finances. She makes sure to understand our goals so she can offer solutions that meet the evolving needs of our family. And, as a business owner, I appreciate that she takes the time to discuss strategies with my accountant so we know we’re making the most tax efficient choices. She has provided our family with the financial security and peace of mind knowing that we will be okay for our future no matter what life throws at us. We are extremely grateful to have met Kara and are happy to say we are living the dream thanks to her invaluable advice!
Amber L – North Vancouver, BC
I’ve been working with Kara as my personal financial planner for two years. Her detail-oriented approach gives you an opportunity to expand on your financial education from where you’re at and build as necessary from there. From brand new, to mild experience to very experienced; regardless you’ll walk away with a larger understanding of what proper financial planning is, what she can do for you, and even more importantly what you can do for yourself. Kara puts you in the driver seat and helps guide you while providing all the information you need to make decisions that work for you and that you feel good about. Thanks to Kara I’ve not only increased my knowledge of the financial world but she has helped lead me to make better decisions.
Tara M – Nelson, BC