Karen Hall, CFP®, B.Sc.

Vice President, Financial Education & Employer Services, Calgary
E: khall@tewealth.com
D: 403-538-3790

Bow Valley Square 1, 202 – 6th Avenue SW
Suite 1700
Calgary, Alberta, T2P 2R9
T: 403-233-8370 | F: 403-262-8789
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About Karen

As T.E. Wealth’s Vice President of Financial Education and Employer Services, Karen takes a holistic approach to employee financial wellness, designing comprehensive financial education programs aimed at bolstering employee financial well-being. Based out of Calgary, she leads a team of planners, using multiple delivery channels in providing a range of services including financial and retirement planning seminars, webinars on company investment choices, individual retirement plans, financial counselling sessions and online tools through ProsperiGuide, T.E. Wealth’s online e-learning platform.

Karen brings more than twenty years of training, financial education program development, and consulting experience to her role. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional through the Financial Planning Standards Council (FPSC®). Karen is a long-term member of the Institute of Advanced Financial Planners and the Canadian Pension and Benefits Institute, where she is a council member of the Southern Alberta chapter. Karen has a B.Sc. in Geology from the University of Calgary.