Our Team

Carol is working as a combination client service, administrative assistant, and  a Para-planner. Her mandate is to provide continuity in the event either Naguib or Karen is not in the office. Carol is a licensed representative and therefore is able to witness document signings. She will be available to assist you in filling in the pertinent information and conducting the first interview. Carol is the branch banking expert and came to us from Hepcoe Credit Union after 18 years of service to the members.

Carol enjoys reading and travelling