Carli’s role is to assist in taking care of clients’ needs. Carli started her career in financial services with CIBC Wood Gundy in 2006 as a Branch Assistant. She then joined IG in 2008 as a Client Service Administrator. She has been working alongside Jamie and has been part of the practice since 2009. Carli brings a high level of confidence and knowledge around administrative procedures to the practice, and is an integral member of the team when it comes to taking care of clients.
Carli was born and raised in Calgary, where she attended post-secondary education, and lives with her significant other Danny and their dog Ace. She enjoys traveling, running, and supports a number of charitable organizations.
Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring they understand fully how their accounts are managed, and why.