Wealth Advisor & Portfolio Manager
“I've learned many things from my mentor and mom, but the major one was this; investing can be overwhelming, intimidating, and scary... especially for women. She taught me to invest in high-quality businesses and to 'keep it simple'. The best laid financial plans are ones that add meaning to your life. "
Caroline collaborates with clients to manage your risk and build your wealth. She does this by building you a personalized portfolio and building you a financial plan.
She holds a B.A. from the University of Calgary and joined the Shewfelt McMillan Group in 2008, as a Wealth Advisor. She obtained the CIM (Canadian Investment Manager) designation in Feb. 2011 and is a Portfolio Manager. In 2016, she completed the Responsible Wealth Advisor Certification which focuses on Socially Responsible Investing and reducing investment risk by including ESG research.
Before kids, Caroline has volunteered with the Semiahmoo Volunteer Community Police Society for six years and was part of Toastmasters in South Surrey for four years.
In her free time, Caroline likes to stay active with her family. She is married to her husband Stuart and has two boys both under the age of 4. She plays women's soccer and loves to snowboard.
In 2014, Caroline was published in Wealth Professional Magazine 2.3 as a "Young Gun" identified as a leading young Canadian advisor.