Karalie joined RBC Dominion Securities in 2014 as a Branch Operations Assistant supporting the 40+ Advisory teams in Winnipeg. In 2016, she was promoted to Branch Administrator supporting the management team by providing compliance and regulatory support. In 2018, Karalie moved to Kingston and joined Brownlee Wealth Management as an Associate. She has completed the Canadian Securities Course, Wealth Management Essentials, and holds a certificate in Advanced Investment Advice. She most recently completed the Chartered Investment Manager (CIM) Designation. She is a licensed Registered Representative and holds a Business Administration Diploma.
Karalie is an Associate Advisor and supports Brownlee Wealth Management with account administration, trading, cash management and scheduling. She has also taken on additional responsibilities specific to our wealth management process, including multi-generational planning and building financial projections for clients.