“Clients should always understand what they are invested in and why.”
That’s the element of the Dream Harbour brand foundation that for Carolyn, resonates most deeply. A close second is this one: There is never a stupid question.
Her dual view originates not from her work in the world of finance, but that of health care. In fact, she still identifies partly as a radiation therapist. After attaining her diploma in radiation therapy, she went to work with cancer patients at Princess Margaret Hospital in Toronto. For 21 years, she would educate patients, conduct scans, and plan and deliver courses of treatment.
What’s the connection? “What I realized when I began my career with Dream Harbour in 2016 is that health care and financial care are so similar. Just as it’s important for patients to understand what we are doing and why, and what the short- and long-term effects are, so it is for our clients. And so, it is crucial that they feel comfortable to ask any and all questions, no matter how ‘stupid’ they might think those questions are.”
In her role at Dream Harbour, Carolyn is life licensed and loves doing the research that helps the team prepare for those very queries. And she is integral to communicating with and guiding clients in a way that fulfills the firm’s mission: We meet you where you are in life and take you where you want to go.
For Carolyn, a silver lining to the pandemic is that it reinvigorated her interest in sports. She learned to play tennis, found herself back on the golf course and returned to skiing for the first time in 16 years (she and her husband desperately try to keep up with their kids on the Whistler and Blackcomb mountains). Carolyn is also an avid runner: having run several marathons, she now prefers the half marathon and especially looks forward to getting in runs on her annual girls’ trip.
As she puts it, “Running is something I do for myself. Even when the Vancouver rain is coming down sideways.”
Carolyn is not registered with Portfolio Strategies Corporation.