As a Premier Banking Advisor, Carly provides holistic personalized attention and comprehensive strategies to high-net-worth business owners, executives, professionals and their families.
Carly works with a select number of clients in Windsor, Sarnia and Chatham markets. She acts as a member of your Investment Advisor's extended wealth management team to ensure the smooth integration of often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
A sophisticated credit expert, Carly can leverage strategies to support your goals. Her key focus is a client centered approach and to maintain high standards of client service and value added advice. When necessary, she can access specialists from across RBC to work collaboratively to provide a complete range of complementary services.
Carly offers an extensive background in client relationship. She is a high performing individual with a wealth of knowledge and a high level financial service and sales experience. She is a dedicated banking professional with 26 years in the financial services industry, working in a variety of roles that include Re-tail Banking, Business Banking, Healthcare Specialist, and Cash Management. She has spent the last 10 years as a RBC Financial Advisor where she was also the dedicated in-house retail representative for RBC Dominion Securities in Windsor.
Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.
Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.
Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.