Introducing Carey Khosla Wealth Management

With over 50 years combined experience, Lily Khosla and Dawn Carey believe that successful investing has more to do with your reactions to events in volatile markets, than having incredible insights. In other words, successful investing is less about doing something absolutely brilliant than about not doing anything you will profoundly regret. They use their professional skill and judgment to build long term wealth for their clients.

After graduating from Concordia University, Lily entered the investment business and has never looked back. She brings a disciplined and analytical, yet creative approach to building client portfolios. She has a keen interest in charting, and incorporates this into her portfolio and investment strategy. Outside of work, Lily enjoys a good game of golf, working out or relaxing in the kitchen.

Dawn dedicates her time to building trusted relationships through her insight and ability to recognize the unique needs and goals of our clients. She understands the dynamic economic and investment landscape, and the need to periodically adjust your portfolio in order to reach your destination and not get frustrated by occasional setbacks. When not working, Dawn relaxes at her cottage, in a boat or reading.

Jacqui Paule is a licensed Investment Representative and was Assistant Branch Administrator at another firm. Jacqui’s interpersonal skills, attention to detail and commitment to our team are invaluable assets that ensure clients are provided with exceptional service. Jacqui works closely with Lily and Dawn to execute requests thoroughly and expeditiously. When not working, Jacqui is either cooking, cycling or travelling.