Carol serves our clients by providing for all their administrative needs including monthly income disbursements, cheque requests, statement queries, and account maintenance.
Prior to joining our team, Carol spent over 13 years as an advisor with a major insurance company. With her vast financial services expertise, she provides superior, knowledgeable service while ensuring that the rigorous requirements of the industry are upheld.
Outside of the office, Carol and her husband enjoy walking, boating and camping around Vancouver Island.