Karen Dies
About Karen Dies
Karen Dies serves as an Associate to Darrell Smith Division Director at Investors Group, where she has worked since 2015. With a background in financial services and a strong passion for coaching, she specializes in comprehensive financial planning and client relationship development.
Work at IG Wealth Management
Karen Dies has been employed at Investors Group as an Associate to Darrell Smith Division Director since 2015. In this role, she focuses on supporting the division's operations and enhancing client relationships. Her responsibilities include assisting in the development and implementation of financial strategies that align with client goals.
Previous Experience in Financial Services
Before joining Investors Group, Karen worked at CIBC as a Financial Service Representative II from 2012 to 2014. During her two years in Belleville, Ontario, she gained experience in providing financial advice and services to clients. Additionally, she served as an Assistant Branch Manager at Wells Fargo from 1994 to 2010, where she developed her skills in branch operations and customer service over a span of 16 years.
Education and Expertise
Karen studied at Ontario Business College from 1986 to 1988, where she achieved a diploma in Accounting and Business/Management. This educational background has equipped her with the knowledge necessary for comprehensive financial planning and client relationship development.
Coaching and Leadership Skills
Karen has a strong passion for coaching and leading others to achieve common goals. This commitment to mentorship and team development is evident in her professional interactions and her approach to client service.
Location and Community Involvement
Karen is based in Hastings, Ontario, while working in Belleville, Ontario. Her local presence allows her to engage with the community and build meaningful relationships with clients in the region.