The Carey Khosla Group: Experienced leaders

For a combined 40 years, Lily and Dawn have enjoyed the best of times and endured from the worst of times in this tale of many markets. In our experience, it has been proven that successful investing has more to do with your reactions to events in the volatile markets, than having incredible insights. Or more simply put, successful long-term investing is less about doing something absolutely brilliant than about not doing anything profound you will regret. As Specialists, clients rely on us to provide strategic focus and innovative solutions, while at the same time, provide exceptional service. As testament to this, we are now serving the needs of the fourth generation of some of our clientele.

Science has proven that a woman’s mind works holistically, big picture perspective. We believe a holistic approach goes beyond asset allocation and portfolio construction and must encompass variables such as inflation, taxes, insurance, retirement income, health expenses for later-life-care, as well as inter-generational wealth transfer must also be considered. To fully understand our client’s expectations and to guide them through both the good times as well as the uncertainty of tough times, we encourage the creation of a customized roadmap.

Lily Khosla is an Investment Professional with more than 20 years experience. Lily spends the majority of her time on portfolio and investment strategy. She brings a disciplined and analytical, yet creative approach to building client portfolios. After graduating from Concordia University, Lily joined Dominion Securities where she remained prior to joining Richardson Partners Financial, now Richardson Wealth. Lily is fluent in three languages. She is an active member of the Indo-Canada Chamber of Commerce and a member of the Audit Committee of the Board of Directors of Humber College.

Dawn Carey has extensive experience in the investment industry and is a Fellow of the Canadian Securities Institute. Dawn has dedicated her time to building trusted relationships through her insight and ability to recognize the unique needs and goals of each of our clients. She helps clients articulate what is most important to them, turn these into goals and chart s them as actionable items to ensure they are achieved. Dawn’s 20+ years of investment industry experience have given her an in-depth understanding of the dynamic economic and investment landscape as well as a keen ability to be proactive while recognizing opportunities for our clients. She is an active sailor and kayaker and to relax enjoys reading and yoga.

Anne Kim is a focused, disciplined, intelligent, obsessive list making doer. Anne is a graduate of the University of Toronto with a Bachelor of Commerce and has earned her Certified Financial Planner designation, Level II Life Insurance as well as her FMA and FCSI designations. Anne is actively involved in implementing all Insurance and Estate Planning strategies and is an integral part of the day-to-day management of the business. Anne’s commitment is only exceeded by her dedication to ensuring your requirements are met promptly and accurately.

Jacqueline has worked with Richardson Wealth since 2014 and joined The Carey Khosla team in August 2018. As a licensed Investment Representative and former Assistant Branch Administrator, Jacqueline has tremendous experience in all aspects of wealth planning administration. Her interpersonal skills, attention to details and commitment to our team are invaluable assets that ensure that clients are provided with exceptional service. She works closely with the team to execute client’s request thoroughly and expeditiously.

Outside of work, she enjoys cooking, traveling and is an avid cyclist.