With 25 years of experience in the financial planning industry, Carol has developed a wealth of knowledge and an unprecedented passion for her profession. Alongside her extensive experience, Carol holds an MBA from York University’s Schulich School of Business, and has earned her Certified Financial Planner (CFP) as well as Financial Management Advisor (FMA) designations. Carol has also recently completed her Chartered Investment Manager (CIM) designation.
Aware of the constant evolution of the industry, Carol recognizes the value of learning and adapting to these changes and actively engages to maintain a thorough knowledge of all aspects of the industry. Taking regular courses on new programs and developments, Carol and her team consistently apply the industry’s leading, most innovative financial strategies while also keeping with the "Tried and True" methods of wealth management. This ensures that her clients’ retirement, estate, philanthropic and business succession plans are achievable.
In 1993, Carol and her husband Steve moved from Toronto to Bracebridge. On weekends you can now find Carol, Steve, their two kids, and quirky family dog down by their river-front enjoying what Muskoka has to offer. Whether on her snowshoes in the winter or in her kayak during the summer, Carol's outdoor hobbies keep her busy when she's away from the office.
