Financial Advisor

With over five years of industry experience, Caroline joined Young Financial Group in 2018 and brings a unique perspective to the team. In her previous role, at a multinational financial services company, Caroline worked with hundreds of financial advisors across Ontario, gaining a strong understanding of the intricacies, challenges and opportunities related to the financial services business.

In addition to assisting Rob with his existing clients, Caroline works with young families, professionals and business owners to help build their wealth and secure their future. Caroline is a graduate of the University of Guelph and is committed to professional development, having attained her CIM® designation. 

In her spare time, Caroline enjoys spending time with family and friends, travel, cycling and a variety of other sports. 

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance. Investment products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products are provided through Hollis Insurance. Young Financial Group is a personal trade name of Robert P. Young. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.