Karen swanson
Karen Swanson Associate Wealth Advisor

Karen, Associate Financial Advisor, has been in the financial services industry for over 19 years; 11 with TD Canada Trust, then joining Steve at Cochrane Wealth Management in 2013. Karen understands that serving clients’ financial and investment needs begins with building trust, and she strives to build long-term relationships with all of Steve’s clients. Karen delivers quality service to meet their clients’ immediate and long term goals by assisting Steve. Karen is also responsible for managing the office and keeping all the moving parts running smoothly. Her desire is that your experience with Cochrane Wealth Management is positive, efficient and enjoyable, each and every time.

Karen also runs our social media pages, keeping our clients and friends up-to-date on the latest market commentary and lifestyle tips. In addition, she initiates the planning and implementation of our educational seminars and client appreciation events.

Karen has lived in Cochrane for six years along with her husband, Curtis, and daughter, Cassidy. Outside of Cochrane Wealth Management, Karen is a busy soccer mom who loves to travel and spend time outdoors, creating new experiences with her family.