Caroline Chilvers, CFP

Investment & Wealth Advisor

613-564-4367 | Email me
613-564-4801
1-800-267-7680

Caroline is an Investment Advisor and Financial Planner with RBC Dominion Securities at the Ottawa Preston Branch located at 333 Preston Street. She has 27 years experience in the financial services industry and absolutely loves helping clients achieve their goals, with her highly personalized approach.  As a Certified Financial Planner (CFP), Caroline specializes in full financial/retirement planning and creating investment strategies to make client goals a reality. 
 
Caroline is also a licensed insurance representative and she can help you with your insurance needs and implement the appropriate strategy based on your individual and corporate requirements. 
 
Partnering with Canada’s largest wealth management firm, RBC Dominion Securities, Caroline has established a practice that combines financial planning, investment advice, as well as finding the best solutions for all your banking needs.  She has a full team in place including specialists in mortgages, personal banking products, private banking, wills and estate planning, and licensed insurance professionals.  Not only will she ensure you have the right investment strategy, she will also make sure you have the right banking solution through RBC Royal Bank, North America’s safest bank, and top 10 worldwide. Caroline oversees all activities of the team to ensure all client needs are met in a friendly, helpful and efficient manner.
 
Caroline is well known for her exceptional work ethic, and her clients often comment not only have they gained a great investment and financial advisor, but a trusted friend as well.  She welcomes you to call or email her at any time.
 

Sharon Leonard

Associate Wealth Advisor

613-564-4847 | Email me
613-564-4801
1-800-267-7680

Sharon has spent twenty years in the financial services industry in a variety of client oriented and service positions. She is the teams key person for all service and administrative functions.  Always willing to do what it takes to meet client needs, Sharons friendly and helpful personality makes dealing with her a pleasant experience. Sharon has been involved with a number of community organizations including the CHEO Foundation, Weekend to End Women's Cancers, The Ottawa Food Bank and the Distress Centre Ottawa & Region, to name a few.

Brian Chilvers

Assistant

613-564-4847 | Email me

Brian is a Certified Employee Benefit Specialist (CEBS) with 20+ years of experience in the Pension and Benefits field.   He uses this experience to support Caroline in providing the highest levels of service to her clients.  Brian also holds a Bachelor of Business Administration (BBA) from Bishop's University with a concentration in Economics.

Estate Planning Specialists

person

Tom Bryan, CLU, CFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.