Carolyn J. Cole

Whether a family has an existing structure or is starting from scratch, Carolyn and her team clarifies what each family would like to achieve, designs the appropriate family office structure, introduces best in class professionals, and anchors the family with a fully functioning family office platform.

After twenty years of advising enterprising families across Canada through a successful wealth advisory career spanning three prominent Canadian Financial Institutions and a global accounting firm, Carolyn built a unique, independent Family Office Strategy and Design firm. She guides each family through how to frame their family’s needs, introduces innovative concepts and solutions, and sources the appropriate resources to help them achieve their objectives. This is done from an experienced, independent, and unbiased lens as Cole & Associates will only represent families and their best interests.

Carolyn graduated with distinction from the University of British Columbia with a Bachelor of Business Administration and has completed her Family Enterprise Advisors designation. She has also attained her Certified Financial Planner designation, her Personal Financial Planner designation and completed the Canadian Securities Course. Carolyn also attained a diploma in Marketing from the Northern Alberta Institute of Technology.

Carolyn lives with her husband in West Vancouver and works across Canada. They collectively have four children, three grandchildren and enjoy nearly all outdoor activities. Carolyn loves to bring people together around a meal she has prepared and believes family is everything.