Karen Theriault

Insurance Advisor
Investment Representative

I grew up and currently live in Ottawa, Ontario. I am an avid sailor and former competitive horse back rider who is goal-oriented and very dedicated to what I do.

Growing up, my family lived pay cheque to pay cheque and never seemed to be able to get ahead. This taught me two key things, one, that I didn’t want to live that way when I grew up, and two, there had to be a reason other people I knew weren’t living that way.

I started this career because I have always had a passion for Finance, education, and working with people and wanted to be in a role where I could make sure I was able to help as many people as possible to ensure they didn’t have to struggle the way my family did when I was young.

When I'm not working with my clients, I'm either traveling, relaxing up at the cottage or participating in one of my many hobbies like scuba diving, snowboarding, or sailing. I'm also a huge NFL fan.

Ask an advisor: Why work with an advisor? – Canada Life

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 

View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

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Contact

Contact me today to learn more