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.