About Caroline

About Caroline

Caroline is dedicated to providing investment management and strategic wealth planning to families, small business owners and have a specialty niche with the “strong independent woman”. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

Caroline, through does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

She is dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Photo of team member

Caroline Radics, CLU, CHS

Financial Advisor

250-542-7762
250-308-7253

Email: caroline@carolineradics.com

Caroline is a smart and savvy businesswoman celebrating 12 years as a Financial Advisor; many of her clients have been with her from the start as she builds trust and long lasting relationships. Her clients are  families and business owners; she is focused on covering all aspects of the financial process from insurance to investing. Recently achieving the Chartered Life Underwriter Designation she can be a great support through your wealth and estate planning!

Caroline is an active community volunteer, she currently holds the position of President of the local Thompson Okanagan Advocis chapter, the Financial Advisors Association of Canada, where she works within to promote a professional standard that benefits everyone.  

Never far from her mind is her husband Michael, 4 children and 7 grandchildren. 

Website Design For Financial Services Professionals | Copyright 2021 AdvisorWebsites.com. All rights reserved