Since 2008 Caroline Goode has been an emerging young leader in the wealth management field in White Rock/South Surrey, BC. Caroline is a 3rd generation wealth advisor. She has garnered many of her investment philosophies passed down from her parents and her maternal grandfather who were all financial advisors. She was recognized in 2014 by Wealth Management Professional as a “young gun” which is awarded to up-and-comers in the wealth management industry. Most recently, the team was awarded the 2020 Awards of Excellence for Team of the Year in BC.
Caroline takes pride in creating meaningful client relationships and providing the best investment advice possible. Most of her clients are those preparing for the retirement stage. Once they are ready to retire, we work together to ensure they can live a sustainable and enjoyable retirement. Caroline has a passion for people and a passion for personal finances. She has worked with over 3 generations of families, always encouraging the next generation to take a keen interest in their financial lives.
Caroline graduated from the University of Calgary with a bachelor’s degree. She holds the designations of Portfolio Manager, Chartered Investment Manager (CIM), and lastly, she is certified as a Responsible Wealth Advisor (RIAC) which is Canada’s industry association for responsible investment.
Prior to having children Caroline was an avid volunteer in the community. She now volunteers through her children’s activities. Caroline has an active lifestyle with her husband and two sons. You might find them on the local soccer fields, snowy mountains, or just in their backyard having fun.