We are pleased to announce that Brandee Carter has joined our team. She has worked as an Investment Advisor and an Insurance Advisor for several years with two other national firms. We are excited by the knowledge, skills and energy she brings to the group and her addition will help us to further enhance the services we offer to all our clients.
Brandee was born and raised in North Vancouver where she still lives with her spouse. She is active and loves to swim, practice yoga, travel and squeeze in as much fun in the sun as she can.
Brandee entered the investment business in 2008 after graduating with a Bachelors Degree in Commerce from Royal Roads University in Victoria, BC. Within two years as an Investment Advisor in Victoria, Brandee had earned a coveted award for exceptional performance and was asked by one of Canada’s leading independent investment firms to manage an investment branch of her own.
She moved back to Vancouver two years ago to lead an investment team for one of the countries largest bank-owned investment firms before accepting her current position as an Investment Advisor with HollisWealth and an Insurance Advisor with HollisWealth Insurance Agency Ltd..
Welcome aboard! We look forward to having you in our group.