Since 2008, Caroline Goode has emerged as a dynamic young leader in the wealth management field in White Rock/South Surrey, BC. A third-generation wealth advisor, Caroline has inherited and honed her investment philosophies from her parents and maternal grandfather, all of whom were financial advisors.
Caroline is dedicated to fostering meaningful client relationships and offering the highest quality investment advice. Her clientele primarily consists of individuals preparing for retirement. She collaborates closely with them to ensure a sustainable and fulfilling retirement experience. Caroline's passion for people and personal finances is evident in her work, where she has guided over three generations of families, encouraging the next generation to actively engage in their financial lives.
A graduate of the University of Calgary with a bachelor’s degree, Caroline holds designations as a Portfolio Manager and Chartered Investment Manager (CIM).
Before starting a family, Caroline was deeply involved in community volunteering. While now prioritizing her children's activities, she continues to contribute to the community through their endeavors. Outside of work and volunteering, Caroline maintains an active lifestyle with her husband and two sons. You might spot them on local soccer fields, snowy mountains, or simply enjoying quality time in their backyard.
