Carolyn Costigan, born in Ireland and raised in Canada, began her financial
services career in 2015. However, her journey started earlier, as she was the
owner of a successful family business from 2005 to 2018. Now, as a Portfolio
Manager and Investment Advisor at RBC Dominion Securities, she expertly
guides ultra-high-net-worth individuals, families, and corporations on their
financial journeys.
All families are unique. To improve her skills to better support her clients,
Carolyn completed the Family Enterprise course and is a designated Family
Enterprise Advisor (FEA) with Family Enterprise Canada.
Carolyn has earned her Chartered Investment Manager (CIM) designation,
which allows her to deliver advanced investment strategies through
discretionary portfolio management. Among an elite group of Investment
Advisors, Carolyn stands out for her ability to offer Private Investment
Management.
Her passion lies in fostering financial literacy among women, empowering them
to take charge of their financial futures. Carolyn works closely with her clients
to ensure that family members of all ages are equipped with the skills and
understanding necessary for financial independence and confidence.
Joining RBC Dominion Securities in 2019, Carolyn is committed to delivering
impactful, actionable advice tailored to the distinct needs of her clients.
Through her expertise, she transforms financial goals into achievable realities.