Caroline Sippley is an Investment Assistant. In that capacity, she works with the firm’s portfolio managers and operations manager to ensure that transactions and client requests are processed smoothly.
Caroline is also very involved in serving our Private Wealth Management clients. Among other things, she plays an active role in preparing the reports they receive.
Caroline holds a diploma in financial services management techniques from Collège communautaire du Nouveau-Brunswick in Dieppe.
At a Glance
Title
Analyst, Operations
Office
Moncton
Languages
English, French
LinkedIn
LinkedIn Profile
From the investment team
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Talk to Caroline. Start with a conversation.
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Prefer to call? Moncton 506 857 4414 · Halifax 902 423 6002