Meet your team

Our expert team is here to meet your financial needs.

We work hard so you don’t have to

Our team is here, not only to manage investments, but also to provide advice tailored to suit your individual situation. As portfolio managers, we offer a broad range of partnerships, from entirely hands off wealth management to close working relationships with clients to achieve their goals.

We are driven by our passion to help businesses and individuals leave a lasting legacy by creating generational wealth for their families.

Our team of experts

Senior Wealth Advisor & Portfolio Manager

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Since 2008, Caroline Goode has emerged as a dynamic young leader in the wealth management field in White Rock/South Surrey, BC. A third-generation wealth advisor, Caroline has inherited and honed her investment philosophies from her parents and maternal grandfather, all of whom were financial advisors.

Caroline is dedicated to fostering meaningful client relationships and offering the highest quality investment advice. Her clientele primarily consists of individuals preparing for retirement. She collaborates closely with them to ensure a sustainable and fulfilling retirement experience. Caroline's passion for people and personal finances is evident in her work, where she has guided over three generations of families, encouraging the next generation to actively engage in their financial lives.

A graduate of the University of Calgary with a bachelor’s degree, Caroline holds designations as a Portfolio Manager and Chartered Investment Manager (CIM).

Before starting a family, Caroline was deeply involved in community volunteering. While now prioritizing her children's activities, she continues to contribute to the community through their endeavors. Outside of work and volunteering, Caroline maintains an active lifestyle with her husband and two sons. You might spot them on local soccer fields, snowy mountains, or simply enjoying quality time in their backyard.

Wealth Advisor & Portfolio Manager

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My mission is to simplify the investment journey for my clients, guiding them with the principles of Engagement, Education, and Expectations.

Navigating the complexities of finance can be daunting, especially for newcomers. My role is to demystify this world for you.

Through engaging conversations, we'll establish clear investment objectives tailored to your goals and plans. I'll educate you on investment strategies, emphasizing the significance of asset allocation and the range of investment options available.

Together, we'll embark on a journey filled with positive experiences. There's nothing more fulfilling than earning your trust and witnessing your life goals come to fruition.

I'm genuinely interested in understanding each individual's holistic needs to provide personalized recommendations. Clients are always welcome to drop by, have a cup of coffee, and chat. Building strong client relationships is key to success.

Lois is recognized as a trailblazer for women in the investment industry. As a Portfolio Manager with certifications including Financial Management Advisor (FMA), Chartered Investment Manager (CIM), and Responsible Investment Advisor (RIAC), she carefully selects investments aligned with responsible practices.

Having called White Rock home for three decades, Lois now fully embraces the city lifestyle of Vancouver alongside her goldendoodle, Fergus, and two kitties.  As an avid traveler, she loves exploring new corners of the world, with a particular fondness for New York City and its vibrant theatre scene.


Roz Stefaniuk

Wealth Associate

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Meet Roz, a seasoned Senior Wealth Associate with over 24 years of experience in the financial services industry - a dedicated associate, collaborating closely with Lois and Caroline.  With her wealth of experience, she’s adept at streamlining operations and maximizing efficiency to drive success. 

Armed with a Paralegal Certificate from Capilano University and a Securities License from the Canadian Securities Institute, she’s primed to deliver exceptional service to our clients.  Roz is a long-time resident of the White Rock area, having grown up on White Rock beach. 

She loves to spend time with family and friends, and especially loves the outdoors.  She spends her vacation time at her family’s trailer in Osoyoos, where she enjoys campground cookouts and having fun in the sun. Roz also still insists on attempting to conquer the perplexing game of golf.  Feel free to reach out to her regarding matters such as executing buy and sell stock transactions, assistance with transfers, registered account administration (monetary movement or withdrawals), and assistance with estates. 

Alex McIntosh


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Alex joined the Goode Beer team as our dedicated Client Concierge in December 2020 following a successful 20-year career in Hotel & Hospitality Management. She has seamlessly transitioned her meticulous attention to detail and commitment to delivering exceptional client experiences into the financial services industry.

Alex expertly handles account opening procedures, manages documentation, facilitates online access, and addresses tax inquiries with precision. Her commitment to professional development mirrors her dedication to exceptional customer service. She recently achieved a significant milestone by successfully completing the CSC (Canadian Securities Course) and is on track to obtaining her license as a Wealth Associate. Whether she's fielding calls, scheduling appointments, or facilitating TFSA/RRSP/RESP contributions and electronic transfers, Alex ensures that each client interaction is conducted with utmost care and efficiency.

Beyond the office, Alex finds joy in kayaking the local waterways and is an avid traveler. She recently embarked on a journey as a foster caregiver for the Cat Therapy & Rescue Society.

Allyson Lara


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Allyson fell in love with the world of financial services and wealth management at the age of 17 while working as a Commercial Banking Intern. This experience ignited her enthusiasm for making a difference to her clients' lives by empowering them to achieve their financial goals through informed decision-making. Her journey led her to join National Bank Financial in 2019 as a mentee in the Young Women’s Student Mentorship Program.

Allyson earned her Bachelor of Commerce from the University of British Columbia's Sauder School of Business. Over the course of her studies, she distinguished herself as one of the top student leaders at her university. She successfully led prominent campus student organizations and represented UBC Sauder at several National Business Competitions.

Possessing a deep-seated belief in the power of collaboration and mentorship, Allyson finds fulfillment in fostering strong client relationships and empowering those around her. She is excited about her career in Wealth Management and at the fact that she has the opportunity to work and learn alongside the amazing women professionals at the Goode Beer Group.

Allyson was born and raised in Richmond, BC. She loves her Mini Bernedoodle Timothy, driving her Volkswagen GTI, and attending concerts and sporting events.

Contact us

Get contact information for our team members and find out where our offices are.