About
Experienced Vice President Of Investment with a demonstrated history of working in the investment management industry. Skilled in Branch Management, Financial Planning, Asset Management, Fixed Annuities, and Investment Advisory. Strong finance professional graduated from Queen's University Belfast.
Activity
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I’m excited to collaborate with this exceptional team!
I’m excited to collaborate with this exceptional team!
Liked by Caroline Kelly
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#Brilliant. Talk about catering to your clientele!! On a recent visit to Niagara-on-the Lake “we” dined at The Honsberger Estate Winery. Bravo for…
#Brilliant. Talk about catering to your clientele!! On a recent visit to Niagara-on-the Lake “we” dined at The Honsberger Estate Winery. Bravo for…
Liked by Caroline Kelly
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Introducing a new alliance! Michael Eastmure, CFA and I are excited to share that Thompson Wealth Advisory and Eastmure Wealth Management are…
Introducing a new alliance! Michael Eastmure, CFA and I are excited to share that Thompson Wealth Advisory and Eastmure Wealth Management are…
Liked by Caroline Kelly
Experience
Education
More activity by Caroline
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The CIBC Wood Gundy Toronto King branch is thrilled to welcome Andrew McCall to the team. As an experienced Wealth Advisor, Andrew works closely with…
The CIBC Wood Gundy Toronto King branch is thrilled to welcome Andrew McCall to the team. As an experienced Wealth Advisor, Andrew works closely with…
Liked by Caroline Kelly
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We couldn't have asked for a nicer day yesterday for our 3rd Annual RBC Partners' Charity Golf Tournament. This year's tournament raised money for…
We couldn't have asked for a nicer day yesterday for our 3rd Annual RBC Partners' Charity Golf Tournament. This year's tournament raised money for…
Liked by Caroline Kelly
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David Patterson really takes the cake 🍰 Half a century of success in his investment career with the last 17 years at RBCDS. In 2023, he made the…
David Patterson really takes the cake 🍰 Half a century of success in his investment career with the last 17 years at RBCDS. In 2023, he made the…
Liked by Caroline Kelly
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I want to thank my leadership team for everything they do each day to make our RBC Etobicoke Dominion Securities Office Amazing !
I want to thank my leadership team for everything they do each day to make our RBC Etobicoke Dominion Securities Office Amazing !
Liked by Caroline Kelly
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What a great way to kick off summer with a patio and boat night with the team! The weather cooperated, and no one fell overboard! 🌞⛵ #TeamBuilding…
What a great way to kick off summer with a patio and boat night with the team! The weather cooperated, and no one fell overboard! 🌞⛵ #TeamBuilding…
Liked by Caroline Kelly
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