Striving to help you live your dreams
“I have always strived to accomplish more”
For over 30 years, Carol has had a passion for fostering lifelong relationships, by exceeding clients’ expectations. “From an early age, I have always believed that one has to give one hundred percent every day, to what you are passionate about”.
Carol's success lies in her commitment to go above and beyond. Her devotion to recognizing and supporting her client’s hopes and dreams are one of her greatest admiration. Her caring nature is reflected in the time she invests in each individual client. Often this involves supporting a business owner on their aspirations, working with clients as they move closer to retirement, or helping women take charge of their financial future and that's what client’s love most about her.
Since joining RBC Dominion Securities in 1997, Carol has acquired extensive knowledge in the fields of financial planning, insurance and wealth management. Life Insurance licensed, she holds a designation as a Financial Management Advisor (FMA). In addition a Chartered International Wealth Manager (CIWM), and a Chartered Investment Manager (CIM).
Carol counsels our clients on complex management issues beyond the scope of basic financial planning. An advocate for Total Wealth Management - from investment advice and financial planning, to insurance and legacy creation, she is especially adept at bringing imaginative solutions to the corrosive effects of taxes. A specialist in wealth management for women – Carol attends several conferences each year to expand her knowledge – she is especially sensitive to women's unique and distinctive needs and expectations in an advisor.
Committed to the community, Carol is on the committee for LHSC Trauma Golf tournament and recently has taken on raising funds for LHSC FEMAP, Bring It, with Make A Wish, and she supports World Vision – sponsoring a child in Columbia. In addition, Carol is a monthly contributor to the World Wildlife Federation, the Canada Wildlife Federation, and the United Way.
Away from the office, Carol spends time with family and friends. She engages in regular physical fitness, including Pilates and enjoys taking long walks with her dogs– Dani & Indi
