Carolyn has been providing a wealth management service to her clients in the Greater Toronto area since entering the investment industry in 1995.
Hard work, integrity and a commitment to providing her clients with the most professional money management service available, are why her clients have placed their faith & trust in her team for over two decades.
Carolyn believes in continuous education. She obtained an Honours Bachelor of Commerce degree in Industry & Finance from the University of Guelph in 1994. Carolyn then went on to complete several financial planning courses including the Chartered Financial Planner designation & Investment Management Techniques through the Canadian Securities Institute.
Carolyn, her husband Lee, and their two daughters reside in Aurora.