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.