Cathy Carlin

Cathy has over 30 years of experience in the investment management industry, specializing in public equities. With experience in both institutional and retail investment management, she appreciates the importance of understanding a client’s priorities and goals.

Cathy spent 25 years at OMERS, a defined benefit pension fund, starting as a public equity analyst and recently retiring from executive level Senior Managing Director role, leading the global equity team. Prior to OMERS, Cathy worked for 5 years at TD Wealth, where she consulted with investment advisors in constructing portfolios for high-net-worth clients.

A graduate of Wilfrid Laurier University, Cathy earned her Bachelor of Business Administration with Honours. She currently is on the Board of CODE, an organization dedicated to children’s literacy in Africa.

Cathy and her husband have two grown sons and two Portugese Water Dogs, all of whom love to spend time at the lake.