Marisol Carlo

Marisol Carlo
Marisol Carlo
Client Service Associate, MBA

Marisol Carlo is the newest member of our Client Service Administration team working alongside Janet and Oxana.  She will be providing first class support on account administration, new accounts setup, trades, tax support, and compliance.  Her warm and patient demeanor are a great asset to the team!

Marisol has worked in the industry for 5+ years as an Associate at other high profile wealth management firms in Vancouver.  She has completed the Canadian Securities Course and has a Masters in Business Development from Tec De Monterrey, Mexico.  She is currently studying towards completing her Wealth Management Essentials course.


Life Outside Of Work:

  • Originally from Mexico, Marisol is passionate about travelling and enjoys spending time with her family in Cancun
  • She lives in Vancouver with her husband and small dog
  • A lover of all animals, she enjoys helping to transition homeless dogs from Mexico to find loving homes locally

Find out what Marisol Carlo’s Financial DNA is:

Read Marisol Carlo's DNA Report

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