As an Associate, Kylie oversees the client service aspect of the Brougham Wealth Management Team. She supports the discovery of opportunities for clients which enables every client to receive the most out of the services the team offers. She is the main contact for booking meetings, generalized questions, and coordinating with RBC partners such as Royal Trust, Premier/Private Banking, Insurance and more. Additionally, she is involved in producing compact and tailored financial projections to help clients prepare for their future.
Kylie completed her Honours Bachelor of Commerce degree with a major in Finance from Carleton University in 2023, during which time she was working towards becoming a licensed Investment Representative. Today, she is fully licensed, and she plans to continue developing her skills through continuous learning and setting new goals for her future.
Kylie joined RBC DS in the beginning of 2024 and she is looking forward to the opportunity to support and get to know all clients that are a part of this team.
In her spare time she enjoys practicing yoga, reading, and doing anything that involves being outside with friends and family when the weather is nice.
