Caroline provides comprehensive wealth management for individuals and families. Her expertise resides in working with clients who may see themselves at a turning point in their lives.
Background and Experience
Caroline started her career in finance as a Personal Banker then transitioned as a Business Specialist for five local branches. Caroline then became a Registered Premier Banker, which gave her the opportunity to work with her client’s investment portfolios, as well as their general personal finance.
For the last 10 years, Caroline has been working with Wealth Management teams, comprehensively managing their client’s portfolios, as well as working through life transitions and preparing for future legacies.
Away From The Office
Caroline has a passion for food. She enjoys spending time cooking, entertaining or trying out new restaurants with family and friends in her free time. You may also see her at the opera or a concert at a local venue or cycling around town. She also loves traveling abroad and experiencing new cultures, languages and of course, the food. A few of her favorite travels have included volunteering at an orphanage in the Philippines, backpacking through South East Asia and fine dining through Western Europe.