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Caroline has been with ScotiaMcLeod since 1995. She offers discretionary portfolio management services to investors looking to delegate investment decisions to a certified professional.
Her investment philosophy is built upon offering quality to her clients. She enjoys advising individuals and corporations on the management of their portfolios in collaboration with our wealth specialists, she provides financial, estate and insurance planning strategies to deliver a total wealth management offering.
She graduated, with distinction, from McGill University and holds a Bachelor of Commerce in Finance and International Business. She received the Canadian Securities Institute Award of Excellence for being among the top 1% of graduates in the Financial Planning Program. In 2015 she was recognized as one of 8 “Incontournable” women in Finance by Premières En Affaires magazine.
The proud mother of two active boys, she dedicates much of her time to supporting them in their academics and athletics. Similarly, giving back to the community is an important component of Caroline’s life. She has volunteered for les Jeunes Entreprises du Quebec, Unies pour la SP, and is currently involved in the McGill University Mentor program.