Carolyn has over a decade of experience in private equity investments. Prior to joining Pinnacle Wealth Brokers, Carolyn worked directly for Centurion Apartment REIT in the private client group where she consulted with high net worth clients to maximize and diversify their investment portfolios.
Recognizing the opportunity for Canadians to achieve greater success with their investment portfolios in both the public and private markets, Carolyn joined Pinnacle Wealth Brokers so that she could help her clients diversify their portfolios with a wider range of private market investments.
Carolyn understands the needs of high net worth clients and is able to accommodate private consultations at her clients' homes or offices. Her clients trust in her ability to listen, understand and help build a diversified private equity portfolio with the aim to maximize returns and the objective of generating cash flow.
In her leisure time, Carolyn loves to golf, mountain bike, ski & travel. A humanitarian at heart, Carolyn supports various charitable causes in Canada and overseas. 20200316A