Caitlin Parlee

After over five years in the financial industry, Caitlin has cultivated a broad range of skills, from her early days with the Beaches Family Wealth team to her role at a financial dealership's head office. Her experience spans both the MFDA and IIROC sides of the business, allowing her to support clients through a proactive, comprehensive approach to wealth management. 

Outside of work, Caitlin enjoys outdoor adventures with her husband Greg, especially their annual camping trips. She's passionate about reading, sewing, and immersing herself in the world of PC gaming with friends.