Vice President, ON Pinnacle Wealth Brokers
Carolyn has a decade of experience in private equity investments and is a recognized industry expert. 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 has a unique hybrid role at Pinnacle. In addition to growing and managing her private client group of high net worth investors, she is also the Vice President of Business Development and is responsible for leading and growing the Ontario region.
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 that will maximize returns and generate cash-flow.
In her leisure time, Carolyn loves to golf, mountain bike, ski, travel and has rafted class four rapids in Canada, South and Central America and the US. Above all, Carolyn is a committed mother to her son Sebastian who is a budding entrepreneur and attends Dalhousie University.