Carmen Lock, CFA, B. Comm., CFA, B.Comm.

Carmen is an experienced Portfolio Manager who offers comprehensive investment management and wealth planning services to high-net-worth individuals, healthcare professionals and their families. 

Carmen aims to provide her clients with peace of mind in an ever-changing market. She offers a full suite of wealth management services centered around active investment management and holistic financial planning. Her goal is to take the burden of managing clients' hard-earned savings off their minds so they can focus on what matters to them most. 

Carmen has over 20 years' experience in the financial services industry. Her clientele includes high net worth health care professionals, retirees, non-residents, and business owners, among others. She believes that investments should not be managed in isolation and works alongside her clients' accountants and lawyers to ensure that their portfolios are managed cohesively with any tax or estate plans in mind. With each of her client relationships, Carmen aims to positively affect people's lives by providing them the clarity and confidence they need to effectively protect, enhance, and grow their wealth.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.