Coral has been in the financial services industry since 2000.  She thoroughly enjoys creating lifelong relationships with her clients, working with them and their family members to achieve their wealth planning goals.  

She is driven by making a difference in the lives of her clients and their families.  Coral is known for being down to earth and approachable. She guides clients through all of their life stages, including building wealth, on into retirement, estate planning, charitable giving and wealth transition to future generations. Coral prides herself on being a family advisor for her clients, their parents, children and close friends.

Coral is a Certified Financial Planner (CFP), Responsible Investing Specialist (RIS), as well as having completed courses in Canadian Securities, Conduct & Practices and Wealth Management Essentials.

With the utmost care and professionalism, Clara responds to issues and questions regarding client accounts.  She ensures that all clients account documentation on file is current and accurate.
 
Clients can call her with any changes to account information or other administrative needs.