Caroline Goode is a Senior Wealth Advisor and Portfolio Manager with over 15 years of experience providing comprehensive wealth management advice to individuals and families. Since beginning her career in 2008, she has developed a strong reputation for disciplined portfolio management, thoughtful financial planning, and long-term client relationships.
A third-generation wealth advisor, Caroline brings a deeply rooted perspective to her practice, shaped by the experience and principles of her family’s history in financial services. She applies this foundation to help clients navigate complex financial decisions with confidence and clarity.
Caroline specializes in retirement and wealth transition planning, working closely with clients to design sustainable income strategies and preserve wealth across generations. She is known for her relationship-focused approach and for supporting multiple generations within the same family, helping to guide both current and future financial decision-making.
She holds a bachelor’s degree from the University of Calgary and professional designations as a Chartered Investment Manager (CIM) and Portfolio Manager, reflecting her commitment to professional excellence and ongoing development.
In addition to her client work, Caroline serves on the National Bank Advisor Council, where she contributes to strategic initiatives and supports the continued evolution of the advisor platform. She is also actively involved in her local community through volunteer work with the local soccer club. Outside of work, Caroline enjoys an active lifestyle with her family.