With over 20 years’ experience in the financial services industry, Carolyn uses her skills as a Certified Financial Planner and Chartered Life Underwriter to advise her clients who include many small business owners, families and business executives.

Her expertise in the areas of risk management, estate planning, investment and retirement planning enables her to tailor financial solutions to each individual’s specific needs. She also provides group benefit evaluations and management.

She has earned a long standing position with the elite Million Dollar Round Table and continues to stay current with constant training and educational courses.

To relax she spends her summer months enjoying the adventures of boating around the islands of Georgian Bay and golfing. In the fall/winter months she skis or trains for various long distance runs.