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. Over the years she has raised funds for the Princess Margaret Foundation through the Ride to Conquer Cancer and for youth mental health in the annual Jack Ride.  

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 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.