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WELCOME TO SENSIBLE FINANCIAL PLANNING LTD.

Karen Backlun specializes in assisting individuals and families in making financial choices that suit their needs today and in the future. 

Each client receives:

  • Comprehensive financial planning and advice
  • Short and long-term planning
  • Objective advice towards achieving each new goal
  • Equal respect, attention and care
  • Education to help them understand their options
  • Integrated Fee Approach
  • Referrals to specialists in other areas
  • Regular contact and review
  • Karen is licensed in Mutual Funds and Insurance.   

"I really love what I do. I teach people about money and how to use it to make their lives what they want. I get to know all the wonderful details of their lives and help them achieve their goals." Karen Backlun, BA, CFP, CEA
 

 

Events

April 23, 2024

Our next presentation, Insurance: How Insurance fits with your Financial Plan, will take place in person at the office of Karen Backlun.

Location: 115, 1925 18 Ave NE Calgary, AB T2E 7T8

Time: 7-8:30PM, please arrive at 6:45PM so you can get a coffee or tea and something to eat as the presentation will start right at 7PM

Register: REGISTER HERE for Online viewing

RSVP: jennifer.wood@sterlingmutuals.com for in person

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January 16, 2024

Thank you for joining our second presentation, Maximizing your Registered Plans – Benefits of Beneficiaries.  If you were unable to attend please view the presentation by following the link below.

Presentation: Information Session #2: Maximizing your Registered Plans

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October 4th, 2023

Thank you for joining us for a presentation about Staying Safe online.  If you were unable to attend please view the presentation by following the link below.

Presentation: Information Session #1: Staying Safe Online