Carol Ann Elliott Private Banker, RBC Investments Languages Spoken: English  Contact Me

A little about Carol Ann Elliott

Carol Ann Elliott brings more than 25 years of experience in financial services to her role as Private Banker. Ms. Elliott provides comprehensive financial management to select clients and their families throughout Victoria and the West Coast

Her significant career has honed Ms. Elliott’s ability to serve her clients through all stages of their financial lives. Working with a relatively small client base allows her to act as a true financial partner. She works with her clients and their families as well as their legal, tax and insurance advisors to develop a customized strategy that acts as a “road map” for achieving their financial goals

Ms. Elliott designs sophisticated banking, personalized short & long-term lending and flexible credit packages for her clients. Through the RBC Financial Group, she works with a team of specialists, in Canada and in key markets worldwide. This team enables her to provide a complete range of services—including investments, business banking, estate planning, and domestic & international trusts—to meet each client’s specific needs.

A licensed Personal Financial Planner and Specialist in Financial Counselling, Ms. Elliott has also completed the Canadian Securities Course. For her team approach and commitment to client service, her peers awarded her the coveted Royal Performance Cruise in 1998. She enjoys gardening, hiking and travelling with her husband in her spare time.