Having spent nearly 10 years driving the growth of a multinational company by focusing on the local Canadian market through project management, operations, and brand development, Carli is a firm believer in the power of having a process. Opportunities are often missed because there is an uncertainty around execution. Following a clear and detailed process to create a unique approach, so that no opportunity is missed, is what Carli does best and it is what she proudly and passionately does for her clients.
As an investment advisor, Carli brings a unique set of skills and qualities to the table that can benefit business owners, families, and individuals that are seeking solid financial advice. Her commitment to honesty and attentiveness ensures that her clients receive personalized attention and guidance that is tailored to their specific needs.
Carli is a University of Victoria Alumni and holds degrees in both English Literature and Environmental Studies. Her background allows her to be well versed in environmentally, socially, and governance-focused investments (ESGs/SRIs). Whether clients are interested in investing in green energy or supporting companies with strong ethical and social standards, she can help them make informed decisions that align with their personal values and financial goals.
Most importantly, Carli’s goal is to build lasting relationships with her clients that are founded on trust and respect. Carli understands that wealth management can be complex and even daunting at times, and she strives to be a supportive and reliable ally every step of the way.
When Carli isn’t in the office she is at home with her husband, Paul and their two young boys. She spends as much time as possible outside gardening, chasing sheep, chickens, and her children around her thriving, albeit chaotic, hobby farm.