Caroline serves the Investment Advisor teams so that they, in turn, can provide the best client experience in Wealth Management. Her priority is employee and client satisfaction. Caroline has over 20 years of experience in the full-service brokerage industry, having held several roles during her career, including Director of Training and Best Business Practices Management for experienced Investment Advisors. She's is therefore an advocate in training and especially coaching people to develop their full potential. She holds a Bachelor's degree in Business Administration and an MBA in Finance Research, as well as a Master's degree in Corporate Training Management.

You'll find Caroline and her husband every weekend at their golf club in the summer! She also practices yoga to maintain balance, and also to develop flexibility in golf! Caroline is an ambassador for the United Way at the corporate level and participates in fundraising for many other organizations.

Valerie is someone who enjoys listening to others, which lead her to complete a Bachelors in Psychology and Sociology from l’Université de Montréal, as well as a Certificate in Human Resources Management from McGill University. Her experience working as an Investment Representative at CIBC Investor's Edge has given her the opportunity to be a quick thinker. She may not have the solutions to all the issues that she is presented with, but as an advocate of teamwork, she works with her colleagues Calvin and Tina to find the best possible resolution to any given problem. In addition, Valerie is responsible for the exchange and networking group of the young women assistants and associates of the branch for their career development.

Valerie loves the outdoors, as well as baking delicious sweets, but can no longer do so, because she has a sweet little boy to take care of, who craves all of her attention!