Karalie supports Brownlee Wealth Management through various tasks including opening new accounts, scheduling client meetings, responding to general inquiries which may include account balance updates, depositing funds, transferring funds, withdrawal requests, documentation queries, accessing WM Online, accepting trading instructions and much more. Karalie also assists with building financial projections and works with our partners to help clients with wealth management & retirement planning. Feel free to contact Karalie directly for any requests.
Karalie began working with RBC Dominion Securities in the Winnipeg Branch in 2014. She began her career as a Branch Operations Assistant supporting the IA teams in that branch mainly with account administration and cash management. In 2016, Karalie was promoted to Branch Administrator supporting the branch management team and providing compliance and regulatory support. In July 2018, Karalie moved to Kingston, ON and joined Brownlee Wealth Management as an Associate. Karalie has completed the Canadian Securities Course, Conduct and Practices Handbook and the Wealth Management Essentials Course. She is a licensed Registered Representative and holds a Business Administration Diploma. Karalie is currently studying the Advanced Investment Strategies course.
