Carol Ann Elliott

	Carol Ann Elliott Private Banker Office : (250) 356-4515 Private Banking, RBC Wealth Management Languages Spoken: English  Contact Me

A little about Carol Ann Elliott

Carol Ann Elliott brings more than 30 years’ experience in financial services to her role as Private Banker. Today she provides comprehensive financial management to select clients and their families throughout Victoria and the West Coast.

Working with a relatively small client base allows Ms. Elliott to act as a true financial partner for her clients and their families. As needed, she collaborates with clients’ legal, tax and insurance advisors to develop a strategy and plan to realize their personal and financial goals.

Ms. Elliott’s approach is to deliver a sophisticated banking experience and tailored suite of services that is customized to the unique needs of each client. In doing so, she designs packages for her clients that include high-end credit solutions, wealth management planning, business succession, estate planning and trust structures.

Through RBC, Ms. Elliott also works with a vast network of specialists, in Canada and in key markets worldwide. In recognition of her team-based approach, commitment to client service and partnership across the RBC network, she has received solid peer endorsement and awards.

Ms. Elliott is a licensed Personal Financial Planner and a Specialist in Financial Counselling. In her spare time she enjoys gardening, hiking and travelling with her husband.

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