Karalie supports Brownlee McCormick Wealth through various tasks including opening new accounts, scheduling client meetings, responding to general inquiries such as account balances, depositing funds, transferring funds, withdrawal requests, documentation queries, access to DS Online, accepting trading instructions and much more. Feel free to contact Karalie directly for any administrative 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 McCormick Wealth as an Associate. Karalie has completed both her Canadian Securities Course and Conduct and Practices Handbook and is a licensed Investment Representative. She also holds a Business Administration Diploma with a specialization in Administration. Most recently, Karalie has started the Wealth Management Essentials course.