Karen Okimi, CFP, CLU

Karen Okimi, CFP, CLU "Keep it Simple - Achieve a Balance" My financial planning philosophy is “Keep It Simple” and try to achieve a balance in life. “Don’t over invest.

Don’t over insure, don’t over save and don’t over spend…but do each of these things in proportion to what is important in your life, with one eye to the future.”

Hey fellow advisors … join us for a fab golf day! 8 AM shotgun start 🏌🏻‍♀️🏌🏻
05/06/2024

Hey fellow advisors … join us for a fab golf day! 8 AM shotgun start 🏌🏻‍♀️🏌🏻

Save the date! Hope to see you there !!
03/12/2024

Save the date! Hope to see you there !!

08/04/2022

Purchasing a life insurance policy is considered good planning and, for some, the pinnacle of “adulting.” Here’s how to know if you actually need it.

Saving to purchase your first home? You'll want to learn more about the new Tax Free First Home Savings Account propose...
04/13/2022

Saving to purchase your first home? You'll want to learn more about the new Tax Free First Home Savings Account proposed in last weeks Federal Budget.

CIBC's Jamie Golombek breaks down how the new account will work

How taxable Capital Gains work on the Sale of a Property. #
04/11/2022

How taxable Capital Gains work on the Sale of a Property. #

When is capital gains tax payable on the sale of property? And at what rate are capital gains taxed? We answer these questions and more.

02/10/2022

Apps can help you budget, save and invest—but they also need to keep your information safe. Here are some of Canada’s most popular (and reputable) financial apps.

Interesting article…
02/10/2022

Interesting article…

A death in the family is always stressful, but money can make it more so. Here’s expert advice for rights to a lost life insurance policy.

Wow… a good read…
02/08/2022

Wow… a good read…

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Armourwealth/50 Coreslab Drive
Hamilton, ON
L9H0B2

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