Kari Lupton, CFP®

Certified Financial Planner

Kari Lupton is a Certified Financial Planner who is dedicated to helping families in Lambton County with all aspects of financial planning. She has been in the industry for over 20 years.

As a client centered representative, Kari’s sole focus is to objectively help her clients live their dreams by offering the best products and services. She takes pride in assisting clients to understand and integrate their investment, insurance, and taxation needs. She enjoys building long term relationships with clients, educating them on choices available for investments, estate planning, pension plans, severance packages, and inheritances.

Money is just a tool to achieve the things in life that are important to you. With the confidence gained by making informed choices you can live life to the fullest.