With over 25 years of experience in Wealth Management,  Caroline specializes in driving transformational business strategies  focused on improving and strengthening the quality of financial and  wealth advice for individuals and families.

She has led teams in  both Canada and the U.S. and established BMO Financial Group’s Wealth  Advisory Services team to provide the full range of HNW Planning  Services including advanced financial planning, tax, estate and  insurance advisory services to successful families and individuals in  Canada. Caroline has also held senior roles in Wealth Management  spanning distribution and spent over a decade leading the Marketing  & Client Strategy teams for the BMO’s Private Client Group.

Her decades in wealth management are also matched by an equally long  commitment to being an endurance athlete and she is equally passionate  that investing in health and financial wealth go hand in hand.

Caroline is also an experienced board member having chaired both non-profit and  for-profit boards including Women in Capital Markets, BMO Trust Company  and BMO Estate and Insurance Services Inc. She has served on the board  of the Financial Planning Standards Council of Canada (now FP Canada)  and currently serves on the global board of Financial Planning Standards Board Ltd., based in Denver and the Canadian Centre for Financial  Planning, an organization focused on improving access to financial  planning advice. Caroline also has the ESG designation (GCB.D) focused  on board governance and oversight around sustainability.

Caroline  is a certified Family Enterprise Advisor and earned her Bachelor of  Journalism, Honours from Carleton University in Ottawa. She is based in  Toronto with her family.