About Caren Melby

Earning Trust. Building Relationships.

With over 20 years of experience in the financial services industry, my focus begins with a keen understanding of my client’s unique needs and goals. This client-driven approach is further underscored by my core values of professional integrity, regular contact and communication, and a conservative, long-term approach to investing.

I pride myself on providing the highest level of service and advice with the ultimate goal of delivering an exceptional client experience to every one of my clients.

For this reason, I am proud to be part of a firm that believes in fostering an environment focused on doing what is best for each client that I serve. This focus underpins everything we strive to be as financial advisors.

I will never offer predetermined solutions. The goal is to help our clients navigate the frequently confusing Canadian investment landscape. I will then offer personalized and comprehensive financial strategies which reflect the uniqueness of each of my clients.

Once a decision has been made to work together, we will establish a timeline of events to guide us through the various stages of implementation. With your permission, I could also communicate directly with your outside advisors on tax and legal matters.

I will then keep you informed through regular reporting, market updates, phone calls and face to face meetings. Our method and frequency of contact is customized for each client as we recognize that everyone has different needs and requirements