Our team

Intro

Cielo Carin is a Wealth Advisor, Portfolio Manager and Investment Advisor with more than three decades of experience advising accomplished individuals and multi generational families on the stewardship, growth, and transfer of their wealth. As the founder and consistent guiding light of her team, she built her practice with a clear vision rooted in disciplined investment management and thoughtful, long term planning. Today, Cielo leads with her chosen partners Josie and Nancy, ensuring continuity, depth, and collaborative leadership for the families they serve.

Achievements

Cielo assembled a high performing team guided by a philosophy of care, competence, and accountability. Through a disciplined, process driven approach, the team integrates portfolio management, comprehensive wealth planning, and risk oversight to deliver clarity and confidence in complex financial environments. She helps families navigate pivotal financial moments, including liquidity events, succession planning, and intergenerational wealth transfer. Cielo holds a Bachelor of Commerce from McGill University with joint majors in Economics and Finance and has earned advanced professional designations, including Certified Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®), and is a licensed insurance professional.

Personal

Beyond her advisory practice, Cielo is actively engaged in board leadership and, alongside her husband, involved in philanthropic projects. Her participation in the corporate and charitable realms reflects the same principles that define her work with clients: stewardship, integrity, and enduring excellence. She remains deeply committed to mentorship and collaboration, ensuring the team she assembled continues to thrive across generations while remaining true to its founding values.

Intro

Josie is an Associate Portfolio Manager, and Investment Advisor. She brings over 20 years of experience building strong, long lasting relationships with clients. She has worked with Cielo since 2004. Since accepting an invitation to become Partner, she has worked to strengthen the team’s cohesion and continuity. She works closely with individuals and families to understand their unique needs and provides thoughtful, personalized advice across all aspects of their financial lives.

Achievements

Throughout her career, Josie has supported clients with retirement planning, ongoing client reviews, and the coordination of tax and estate planning strategies to help bring meaningful tax saving opportunities to the forefront. She became a licensed Investment Advisor in 2021, earned her Certified Investment Manager (CIM®) designation in 2024, and now serves as an Associate Portfolio Manager, contributing to day to day investment decisions. Josie places great importance on clear, consistent communication and plays a key leadership role in delivering the team’s white glove client experience. As a Partner, she also helps attract and engage the next generation of millennial clients while continuing to care for the families who have long trusted the team.

Personal

Josie is very family oriented and spends as much time as possible with her grandmothers, who have always been her greatest cheerleaders. Of Italian descent and a self proclaimed foodie, she enjoys learning traditional recipes from older generations and sharing meals with loved ones. In her downtime, Josie loves cooking, discovering new restaurants around the city, and traveling with her husband.

Intro

Nancy is a seasoned Portfolio Manager and Investment Advisor with over twenty years of experience guiding clients in managing their portfolios to achieve their financial goals while safeguarding their wealth. She has been a key member of the team since 2012, and became a Partner in 2023. Nancy works closely with clients to ensure their investment strategies are thoughtfully aligned with their long term priorities.

Achievements

Nancy specializes in portfolio construction, securities research and analysis, trade execution, and ongoing investment monitoring within the team’s discretionary management practice. She plays an integral role in developing customized strategies that integrate seamlessly with clients’ retirement, tax, and estate planning needs. Nancy holds a Bachelor’s degree in Actuarial Mathematics from Concordia University, with majors in Finance and Economics, and is a Certified Investment Manager (CIM®) since 2015. She has also completed the Canadian Securities Course.

Personal

Outside of work, Nancy enjoys spending time with her husband, Pascal, their young adult daughter, Emily, and their golden retriever, Stella. She has a passion for salsa dancing, skiing, and traveling, and values quality time with family and friends. Nancy also actively supports charitable organizations focused on cancer related causes.

Intro

Andrea is an Associate Investment Advisor and the team’s Client Service Professional, often described as the heartbeat of the team. With over 30 years of experience in the financial services industry, most of which have been spent with the team, she plays a central role in supporting clients and ensuring a seamless, personalized experience. Andrea is deeply committed to excellence, long term financial stewardship, and helping clients feel confident and well cared for at every stage of their journey.

Achievements

Andrea manages the day to day coordination of complex client requests and serves as a trusted point of contact for individuals and families. She takes pride in building meaningful, long term relationships and helping clients stay organized and informed as they plan for their future and preserve their legacies. Known for her professionalism, attention to detail, and approachable manner, Andrea plays a key role in maintaining trusted client relationships built on care and integrity. As part of her continued growth with the team, she has completed the Financial Planning Supplement course.

Personal

Outside of work, Andrea is also the heartbeat of her home. She is a proud mom to a son and daughter in their early twenties and enjoys cooking for her family. Andrea has recently been traveling more and checking destinations off her bucket list, and in her spare time she enjoys reading, hiking, and biking.

Intro

Jessica Dootson is an Assistant with six years of experience supporting clients across service focused roles, including over a year in the financial services industry. She joined the Team in October 2025 after spending a year as a Branch Assistant and Receptionist at Richardson Wealth, where she built a strong foundation in branch operations and client support. In her role, Jessica contributes to a seamless and elevated client experience through reliable administrative and operational support.

Achievements

Jessica holds an Attestation of College Studies (ACS) in Business Management from LaSalle College and has completed her first exam in her Canadian Securities Course (CSC®). She provides comprehensive administrative assistance and supports client servicing and operational initiatives, helping ensure processes run efficiently and accurately. Known for her professionalism, attention to detail, and reliability, Jessica plays an important behind the scenes role in supporting both the team and its clients.

Personal

Outside of work, Jessica enjoys spending time with friends through game nights and attending weekly trivia nights. She also values giving back to the community and volunteers with local food banks whenever she can. Jessica is eager to continue growing in her role and is committed to expanding her knowledge and learning more about the financial services industry as she builds her career.