Karin Crouch

Financial Planner | SASCU Wealth
Mutual Funds Representative | Qtrade Asset Management

  • 25 years in the financial services industry – 14 with SASCU
  • Canadian Securities Course, Branch Manager's Course, Level I and II Canadian Insurance Courses, Personal Financial Planner PFP Designation, Certified Professional Consultant on Aging, Bachelor of Commerce, Personnel  Administration Diploma with Distinction
When it comes to your economic life, the journey is as important as the destination, and having a consolidated, tailored plan is how I ensure my clients enjoy both.  It starts with really understanding what is important to you, and keeping your needs at the centre of every recommendation.

Estate planning and insurance solutions are important components of a complete financial plan, and for many of my clients, protecting their assets and ensuring a tax efficient transition to their beneficiaries is as important as growing them.  Whether you are focused on long-term retirement goals, creating a tax-efficient withdrawal strategy, or protecting your nest egg in uncertain times, my mission is to provide the right solutions to help you reach your destination.

As a Personal Financial Planner (PFP) with 20 years of experience, I have spent my career helping people plan for retirement, send their children to post-secondary school, and enjoy their retirement years secure in the knowledge they have approached their finances with a balanced, long term perspective.

On my personal time, I enjoy the many  great outdoor opportunities in the Shuswap area, including being active in the Shuswap Rowing and Paddling Association, hiking, and spending time with family and friends.