Karalie looks after the administrative tasks for Joyce Wealth Management. These tasks include opening new accounts, scheduling client meetings, responding to general inquiries such as account balances, deposit queries, transferring funds, withdrawal requests, documentation queries, access to DS Online, accepting trading instructions and much more.
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 Joyce Wealth Management 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.
Karalie moved to Kingston to be closer to family. She likes to stay active and play sports, mainly volleyball and softball. She enjoys spending time with family and friends both in Kingston and in Winnipeg. She also enjoys spending time at the lake, hiking and being outdoors.