Carly brings over six years of industry experience to her role. She is responsible for cash management and trading, implementing portfolio model designs, and building and presenting comprehensive financial projections. Her ability to lead and support across multiple areas ensures a consistently high-quality client experience and strong operational efficiency.
Carly holds a Bachelor of Commerce Degree from MacEwan University and has completed the required education and training to be licensed as Registered Representative through CIRO. Carly supports our team from Vancouver where she lives with her husband, Cole. She has a passion for travel, but she also loves making the most of the West Coast year‑round, whether that’s skiing, exploring local trails, or enjoying time at the beach.