Who We Are

KC is Karen Sharon Chartrand
& Licensed Independent Associates
Sharon,
Financial Educator,Coach, Adviser,
Specializes in Personal Financial DREAM MAPS! (Where-to-Go)
& Insurance Plans with retirement planning inc bonus plan and guaranteed resets so you can retire comfortably.
With a variety of offerings to choose from, we’re sure you’ll be happy working with us. Look around our website and if you have any comments or questions, please feel free to contact us. We hope to see you again!
A few of my latest courses
EducationKnowledge Bureau, Inc.Certificates Available, Karen Sharon Chartrand, completed study Financial Education, over 90 courses since 2013 – 06/01/2017
MGF0522 Charity Law and Taxes
MGF0523 Gift Plan Strategies
MGF0521 Why Philanthropy?
MGF0522 Charity Law and Taxes
MGF0523 Gift Plan Strategies
MGF0524 Gifts of Life Insurance
MGF0525 Intergrating Philanthropy into Your Practice
MGF0531 Taxation of Income from a Proprietorship
MGF0532 Transactions Involving Business Assets
MGF0533 Home-Based Businesses
MGF0534 Disposing of and Replacing a Business
MGF0513 Developing a Shared Vision
MGF0423 Snowbirds
MGF0412 Real Estate
MGF0413 Principal Residences
The Knowledge BureauKaren Sharon Chartrand study Financial Education, 98% average2014 – 2015MGF0424 Foreign Property Ownership
MGF0425 US Citizens in Canada
MGF0431 Planning for Post Retirement Incapacity
MGF0432 At Death and Beyond
MGF0433 Planning for Survivors
MGF0411 Tax Efficient Asset Transfers: Managing ACBs
MGF0435 Strategic Philanthropy
MGF0434 Business Owners and Executives
Activities and Societies: : MGF0414 Tax Efficient Debt Management MGF0415 Risk Management MGF0421 Residency MGF0422 Immigration and Emigration
WFG Education, IFSE InstituteLLQP, CIFC, Anti-Money Laundering, Referral Program., (Life License Qualification Program)&(Canadian Investment Funds Course)& MORE!2010 – 2014
MGF0522 Charity Law and Taxes
MGF0523 Gift Plan Strategies
MGF0521 Why Philanthropy?
MGF0522 Charity Law and Taxes
MGF0523 Gift Plan Strategies
MGF0524 Gifts of Life Insurance
MGF0525 Intergrating Philanthropy into Your Practice
MGF0531 Taxation of Income from a Proprietorship
MGF0532 Transactions Involving Business Assets
MGF0533 Home-Based Businesses
MGF0534 Disposing of and Replacing a Business
MGF0513 Developing a Shared Vision
MGF0423 Snowbirds
MGF0412 Real Estate
MGF0413 Principal Residences
MGF0424 Foreign Property Ownership
MGF0425 US Citizens in Canada
MGF0431 Planning for Post Retirement Incapacity
MGF0432 At Death and Beyond
MGF0433 Planning for Survivors
MGF0411 Tax Efficient Asset Transfers: Managing ACBs
MGF0435 Strategic Philanthropy
MGF0434 Business Owners and Executives
Activities and Societies: : MGF0414 Tax Efficient Debt Management MGF0415 Risk Management MGF0421 Residency MGF0422 Immigration and Emigration




Hello Karen Sharon Chartrand, welcome back
Hello Karen Sharon Chartrand, welcome back
Why Us

Financial Representative Financial Educator January 2010 – Present (6 years)Abbotsoford, BCAs a financial advisor my goal is to draw a Dream map for my clients and build their portfolio so they can achieve their dreams.
LICENSEE Insurance Council of BC
Home Search page
Licensee Information
Full Name: Karen Sharon Chartrand
File Number: 187522
TradeName(s):
Licence Details: 1 of 1 Licence(s)
Business Address:
Programming changes underway. Business address not currently able to display.
Licence Status: Date Licence Terminated:
ACTIVE
Licence Class: Next Filing Date
Life Insurance 01 Jun 2016
Canadian Securities-administrators.ca
Registration Information National Registration Search
Individual Historical Record - Previous (not current) Registration Information
NAME: KIRK, Karen Sharon
BRITISH COLUMBIA
Firm WFG SECURITIES INC.
Category Dealing Representative (Scholarship Plan Dealer )
From
March 27, 2012
To
October 31, 2013
Status Historical
Category Dealing Representative (Scholarship Plan Dealer )
From
April 01, 2011
To
October 04, 2011
Status Historical
Contact Information
ABBOTSFORD BC V2S 1L9
(Open)1 recommendationDisplayLicensee
Canadian Securities Administrators
Sharon Chartrand Business Presentation Past Desjardin Financial
1 Personal Recruits award
5 in Personal Points award
As a financial advisor my goal is to draw a Dream map for my clients and build their portfolio so they can achieve their dreams.
LICENSEE Insurance Council of BC
Home Search page
Licensee Information
Full Name: Karen Sharon Chartrand
File Number: 187522
TradeName(s):
Licence Details: 1 of 1 Licence(s)
Business Address:
Programming changes underway. Business address not currently able to display.
Licence Status: Date Licence Terminated:
ACTIVE
Licence Class: Next Filing Date
Life Insurance 01 Jun 2016
Canadian Securities-administrators.ca
Registration Information National Registration Search
Individual Historical Record - Previous (not current) Registration Information
NAME: KIRK, Karen Sharon
BRITISH COLUMBIA
Firm WFG SECURITIES INC.
Category Dealing Representative (Scholarship Plan Dealer )
From
March 27, 2012
To
October 31, 2013
Status Historical
Category Dealing Representative (Scholarship Plan Dealer )
From
April 01, 2011
To
October 04, 2011
Status Historical
Contact Information
ABBOTSFORD BC V2S 1L9
DisplayLicensee
Canadian Securities Administrators
Sharon Chartrand Business Presentation Past Desjardin Financial
1 Personal Recruits award
5 in Personal Points award





