Carol has spent her career in Operational roles, since joining her first IIROC firm (Midland Walwyn) in 1991. She joined iA Securities in August of 2017, as part of the HollisWealth transition. Carol oversees our New Accounts team (including being a stakeholder on our Client Onboarding Platform), the Account Transfer team and our team of Operations staff who support new recruits, joining iA Private Wealth. Carol was part of the working group that first launched the ATON offering (Account Transfer Online Notification) over 20 years ago, allowing a vast majority of account transfers to be processed electronically. She enjoys working with advisor teams to improve client and advisor experience.