Our team

As a Wealth Advisor, Portfolio Manager and Investment Advisor, Cielo Carin brings three decades of experience to her select group of clients.

Under her leadership, the Cielo Carin Wealth Management team aims to provide financial peace of mind for the families under their care. Combining proprietary processes and prudent stewardship, the team coordinates all aspects of protecting, growing and transferring wealth from one generation to the next.

Cielo and her team draw on their expertise and Richardson Wealth’s vast resources to transform their clients’ life goals into well-articulated and customized strategies.

They diligently implement and continually monitor investment strategies within the context of each client’s overall financial objectives. The team’s consistent, exceptional level of service inspires total confidence.

Cielo believes that clients deserve to be certain that their financial affairs are handled with the highest level of competency. She empowers clients to move forward with the vision and clarity necessary to achieve their goals.

Cielo graduated from McGill University with a Bachelor of Commerce with joint majors in Economics and Finance. She is a Certified Investment Management Analyst from the Wharton School of Business, a Certified Investment Manager and a Fellow of the Canadian Securities Institute. She is a licensed insurance professional and has completed the Professional Financial Planning Course (PFP^®)

Cielo has involved herself in the commerce and life of her city through board memberships and hands-on philanthropy. Her uncompromising professionalism and long service to charitable causes have made her a highly respected member of the community.

As our team’s Client Service Professional, Andrea brings 20 years of experience in the financial services industry. She is dedicated to providing prompt and efficient responses to all day-to-day client queries.  

With her above-and-beyond call of duty approach, she handles all administrative functions, processes, incoming and outgoing correspondence, and ensures the smooth functioning of our practice. Andrea is trained and licensed to execute trades.

Nancy earned a Bachelor’s degree at Concordia University in Actuarial Mathematics with majors in Finance and Economics.  She completed the Canadian Securities Course, the Professional Financial Planning Course, and as a licensed portfolio manager, she has worked in the financial services industry for over 20 years.

Nancy’s role within the team consists of portfolio reviews, securities research and analysis, trade execution, and closely monitoring our client’s investments according to our discretionary portfolios. 

As the team’s client communications specialist, with over ten years of experience in the wealth management and investment industry, Josie’s key responsibility is to ensure a continual and seamless flow of communication with our clients.

She prepares all client annual review progress reports and maintains and updates schedules. Josie oversees the team’s contact management systems and ongoing client servicing. Josie worked with the team while she was a student at Dawson College and Concordia University.

Josie is an Investment Advisor and fully licensed to accept and process trades.