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Caroline Sippley

Analyst, Operations

Caroline Sippley is an Investment Assistant. In that capacity, she works with the firm's portfolio managers and operations manager to ensure that transactions and client requests are processed smoothly.

Caroline is also very involved in serving our Private Wealth Management clients. Among other things, she plays an active role in preparing the reports they receive.

Caroline holds a diploma in financial services management techniques from Collège communautaire du Nouveau-Brunswick in Dieppe.

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