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Carolyn Cole, BBA, FEA, and a few other educational pieces – but it’s the twenty years’ experience working with families and their wealth that makes the difference to my clients. Are you ready for a conversation about what really matters without being pitched a product? Let’s discuss how I may be able to help you, your family, and your legacy.

1 (416) 708-3065 |

A bit about me – I have been known to consistently say the following:

“I’m too busy living life to watch it on TV.”
“This is your life, shape it or someone else will.”
“I wasn’t raising boys, I was raising men.”
“I didn’t wake up to be mediocre.”
“Family is everything”
“Bored people are often boring. Don’t be boring.”
“Life is a team sport.”
“How can I help?”

“Some of the most important decisions I have made in my life disappointed¬†the ones who loved me the most. Become comfortable with disappointing¬†others. Don’t disappoint yourself.”