An Ottawa native, Caitlin received her education through University of Ottawa before joining the Financial Services Industry as a Wealth Advisor and Registered Insurance Representative in 2003.
Driven by a desire to change lives for the better, Caitlin works closely with her clients to help them develop the vision and purpose behind their financial decisions, articulate their goals, and develop a sound plan to achieve the things that are most important to them. Her passion for the financial planning process lies in the education and empowering of clients as they navigate through the wealth management process. Caitlin strives to eliminate the complexity in wealth management, allowing her clients to focus on their own priorities and goals. Her promise and commitment to you is a transparent, engaging and lasting relationship built on trust and integrity.
Caitlin is a proud supporter of several charitable organizations in the community and in her time away from the office, she is an avid golfer, enjoys traveling, and spending time with her husband and two children.