Skip Header Navigation

Homepage

 
 
 
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 more than 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
 

“Sixteen years ago, I first had money to invest and went to Carol.  Carol and her team have managed my finances since that time, which indicates my satisfaction with their service.  I’ve read that in times of slumping markets, if you do not hear from your advisors weekly, they are not serving you well.  This team is in touch frequently, good times and bad.  There has been accessibility to service and always immediate response”.

Beth McCall

 
“We have been clients of the Carol Ivey investment group for 20 years.  We are very pleased with their financial guidance, and expert advice in handling our portfolio.  We have no hesitation in recommending The Ivey Group to anyone wanting investment management advice”. 

Tony and Maureen Moran
more
 

THE IVEY GROUP MISSION STATEMENT

    As the Orillia area’s leading wealth management team, The Ivey Group is focussed on helping clients reach their financial goals through a customized investment portfolio and financial plan.

     We manage investment portfolios for individual clients and business owners, and we work hard to earn our clients’ absolute trust by providing attentive and knowledgeable service – we want every client to feel like he or she is our most important client.
     It’s why The Ivey Group has been the leading investment team in this area for more than 20 years, something we are very proud of.
     Our goal is to help our clients create, build and preserve their wealth.

 

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 current President of the Orillia Kiwanis Club, and past chair of the Leisure World Family Council for four years.  She has been involved with the Community Foundation of Orillia and Area since its inception, ten years ago, recently finishing a term as chair, and has been a driving force behind the area's Kiwanis 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; and Carol is also in her second term as President of the Ontario Reining Horse Association.

Between them, Carol and Don have three boys, Rick, A.J. and Billy with two grandchildren, Evan and Aria.