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, CEBS
Marketing Assistant
RBC Domnion Securities

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.
 
 
NANCY NESBITT & SHANNON PEDLAR
Mobile Mortage Specialists
RBC Royal Bank
 

When it comes to your mortgage, it is important to make sure you get the home you really want, with flexible financing solutions that are right for you.

This is where Nancy and Shannon come in. Working with Caroline, they are here to help you get the mortgage you need to suit your lifestyle. Whether it be to make your home ownership goals happen, help purchase a second home or an income property, or simply take out equity from your existing home.

Supported by the considerable resources and expertise of RBC Royal Bank, they will provide you expert advice and service for your home financing needs. They can help you understand the economic environment and ensure your financing suits your current situation and your future plans.

Youll enjoy the confidence of knowing you are working with professionals who have only your best interests in mind.
   
VERONICA TESOLIN
Account Manager, Business & PersonalRBC Royal Bank
 
Your success in business creates exciting opportunities for you to grow both your business and your personal wealth.  As an Account Manager, Business & Personal with the Royal Bank of Canada and over 10 years of banking experience, Veronica will partner with Caroline to help you get the most of the opportunities you create as your business evolves.  Veronica has obtained her Financial Analyst Certification and also holds a Bachelor of Commerce with a Minor in Economics from Carleton University.
 

As a small business owner, Veronica will provide you access to the full range of financial services through RBC.  She can offer sound, proven solutions in everyday business banking, cash management and small business credit solutions such as credit cards, overdrafts, loans and operating lines.  Knowing how busy you are as a small business owner, Veronica is able to meet you at a time and place that is convenient for you.

 
MICHEL ROY & SUZANNE SIMOURD
Estate Planning Specialist
RBC Dominion Securities

 
Suzanne and Michel employ a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. They can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. In addition, they can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Suzanne and Michel have access to insurance solutions from the top-ranked insurance providers in Canada. Both Suzanne and Michel have several years experience in the insurance industry and are experts in their field.