Carol-Anne Parsons

My Background

Our Team has a long history of helping our clients develop, implement and manage highly personalized Wealth Management Strategies. Our team members are all talented and dedicated professionals each with a minimum of 20 years of experience. Working hard to exceed our clients’ expectations, we were one of the first within our firm to combine Wealth Advisory Services with discretionary portfolio management. Our team fosters a vibrant, caring and supportive work environment with our clients and with each other.