Caroline is the newest member to the Bill Shutt team and has been working with IPC for almost a year and a half. She Graduated with a Business Degree from the University of Western Ontario in 2012. Caroline has since completed her MFDA license through the IFSE Institute as well as the Branch Managers Examination course. She completed the Softron income tax course and is currently in the process of completing her life insurance licensing (LLQP) as well as beginning the process to complete her CFP (Certified Financial Planner) designation. Caroline has been in charge of planning and running our annual Golf Tournament in the summer as well as the annual open house holiday party in December. Caroline meets with clients, helps Bill with tax and retirement structuring and planning as well as daily paperwork such as KYC updates, order entries and Manulife account setup. Caroline is excited to learn more and continually gain experience from this great working environment.
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