Born in Ireland and raised in Canada, Carolyn began her career in the financial services industry in 2015. In her role as a Portfolio Manager and Investment Advisor at RBC Dominion Securities, Carolyn works with high-net-worth individuals, families, and corporations.
Carolyn achieved the accredited Chartered Investment Manager (CIM) designation in 2023 to provide her clients with the most sophisticated investment solutions via discretionary client portfolio management. Carolyn is one of a select group of Investment Advisors who have the experience and credentials required to provide Private Investment Management to her clients as a Portfolio Manager.
Carolyn is passionate about working with and encouraging women and individual family members to be financially literate and empowered. Carolyn firmly believes that knowledge is power.
Carolyn came to RBC Dominion Securities from Costigan Reports Inc., a company she co-founded that provides independent investment research to institutional investors and family offices on mid- and small-cap North American equities. Carolyn joined RBC Dominion Securities in 2019 to provide actionable advice to clients directly.
Before being registered as a Portfolio Manager, an Investment Advisor must have extensive experience in advising clients. Only by meeting these high standards and completing rigorous course work can an Investment Advisor become an accredited Portfolio Manager. This is among the highest credentials an investment professional can achieve.
