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Carolyn Bogseth, Investment Advisor

 
Carolyn believes that the key to successful investing is the creation of a long-term comprehensive wealth management plan that reflects your tolerance for risk while setting realistic & achievable goals. With this client-centric approach, all aspects of your personal financial situation are considered, integrating all your investment, insurance, tax & estate planning needs.

Carolyn coordinates the activities of your existing professional advisors, such as tax accountants and lawyers. Depending on your situation, she can also tap into her own network of professional advisors, as well as those available through RBC Financial Group.

Carolyn and her team provide a full range of investment and planning solutions:
 
  • Investment management for income - Carolyn looks to several institutions in Canada to offer you the most competitive rates through Guaranteed Investment Certificates (GIC's), Bonds, Treasury Bills and Money Market securities
  • Investment management for growth - If you are focused on building your wealth Carolyn takes a disciplined approach that maximizes your invesment opportunities without unnecessary risk
  • Option Trading - Carolyn uses covered call and put option strategies to provide you with additional yield in your portfolio
  • Comprehensive Financial Planning - Carolyn can create a personalized Financial Plan that encompasses all apsects of your financial situation.  She will stress test this plan looking at various rate of return scenarios and inflation risk
  • Insurance strategies - Carolyn works with highly qualified Insurance Specialist to help your create and preserve your wealth.  She will also consider the immediate need of income replacement as a result of untimely death, illness or disability through life, critical and disability insurance
  • Charitable giving - While helping support your favourite causes, Carolyn can help educate you on how to take advantage of special tax savings from donating securities, incorporating a charity in your will or establishing your own legacy through a foundation
  • Family Trust Planning - Setting up a Family Trust allows you to income split with members of your family
Carolyn's Process
 
Please contact Carolyn at 905-895-2290 or email if you'd like a complimentary review of your existing financial situation.