CLIENT SERVICES REPRESENTATIVE
Carolyn Khoo has over 20 years of professional financial services experience working throughout all of Ontario, including in Barrie, Midland, Toronto, Orillia, and Wasaga Beach. Her extensive background in professional financial services has developed thanks to her experiences working in mutual fund call centres, back office processing, brokerage administration (both back office and a branch), retail banking, and during her time as a financial advisor assistant.
Carolyn is a committed lifelong learner and is always looking for opportunities to enhance her professional skillset. She is currently in the process of getting Life Licensed, has taken many college-level courses to progress her career in office administration, and even took swimming lessons as an adult.
Carolyn is also very active in her community and as an individual. She has volunteered with CNIB as a Vision Mate and dedicated time working with the Alzheimer Society of Ontario. Currently, she is learning American Sign Language so she can better communicate with the deaf community. A native of Simcoe County, Carolyn always strives to get in 10,000 steps every day (or more) and enjoys taking her schnoodle for walks at Barrie’s waterfront and the city’s parks.