Carol Ivey ~ The Ivey Group ~

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Commitment to the Client
Over the past 20 years, Carol Ivey has developed an enviable team of top quality investment professionals, to ensure The Ivey Group delivers the high calibre of client service and investment expertise that today’s investor needs, and deserves.

With almost 100 years of combined experience, The Ivey Group can offer you a wealth of knowledge and expertise. Their high standards, dedication and professionalism are hard to beat.

WHAT OUR CLIENTS ARE SAYING ABOUT US

"As a senior, with absolutely no investment experience, when I wanted to invest my inheritance from my parents’ estate, RBC Dominion Securities was recommended. That was 14 years ago, and since then Carol Ivey and her staff have provided excellent advice and service. Their best advice, when markets take a downturn, is to “stay the course”, and as a result, my portfolio has grown to the point that I can live comfortably for the rest of my life and still leave my children a sizeable inheritance. Others have suggested I invest with them, and I say: “Thanks but no thanks; Carol Ivey takes good care of my money and that’s where it stays".

Alan Jones

THE IVEY GROUP MISSION STATEMENT

• Help high net worth families achieve their financial objectives, utilizing conservative investment strategies.
• Our investment philosophy is driven by a balanced asset management approach taking income needs, portfolio growth, taxation and estate/retirement planning into account.
• We are dedicated to maintaining and increasing the wealth of our clients through efficient, honest, professional delivery of our investment advice and portfolio management by our team of Portfolio Managers, Investment Advisors, Investment Associates and Administrative Assistants.
• The Ivey Group offers personal investment advice that is backed by the vast resources of RBC Dominion Securities, Canada’s leading provider of wealth management services.
• We believe that communicating with our clients in a clear and concise manner is a key part of a positive investment experience. When clients understand how we’re working together towards achieving their investment goals, it provides them with confidence in their financial future.
Carol Ivey

Carol Ivey - Vice President & Director

Carol joined RBC Dominion Securities in February 1989, after a lengthy career with a major bank, followed by employment at another investment dealer. Since joining RBC Dominion Securities, Carol has received many awards and recognitions for her investment knowledge and outstanding client service. In 1991, Carol was awarded the prestigious President of the President’s Club designation, and in 1994 was promoted to Vice President. In 1998, Carol was chosen one of the top five Investment Advisors in Ontario as part of the Investment Dealers Association of Canada’s annual Distinction Award. And in 2005, she was appointed a Director of RBC Dominion Securities Inc.
Carol is one of a select group of advisors who is licensed to conduct discretionary management for her clients. Private Investment Management is a service that is greatly appreciated by those who either do not have the time, or the expertise, to make their own investment decisions.

Personal

As a long time resident of Orillia, Carol is very active in the community and is a member of the Orillia Kiwanis Club. She has been involved with the Community Foundation of Orillia and Area since its inception, and has been a driving force behind the area's new Children's Safety Village. She was also one of the original trained volunteers with the North Simcoe Victim Crisis and Assistance Referral Service.

Carol and her partner Don, enjoy spending their time at their farm and trailriding together, or travelling to compete with their horses.

Between them they have three boys, Rick, A.J. and Billy with one grandchild on the way. Don and Carol can often be seen at Orillia Soldiers Memorial Hospital or local retirement homes with their dogs, Chloe and Misty, who are St. John’s Therapy Dogs.