Caval is a very motivated individual. She holds the Registered Retirement Consultant – RRC® designation in addition to being a CERTIFIED FINANCIAL PLANNER®. She also holds the Responsible Investment Advisor Certification – RIAC® designation which is a National certification verifying her ability to provide Socially Responsible Investment solutions. She believes that responsible investing is key in today’s investment environment. It is important to know that in addition to achieving your financial goals, your investments are creating a better world today and in the future.
Having worked in the financial industry for over 14 years, Caval is intensely committed to supporting and empowering people through financial literacy. Her passion for her career and clients have earned her a Wealth Professional Young Gun Award as well as a Qtrade Top Advisor Award. Caval’s expertise and financial acumen, along with her infectious personality, have led to re-curring features on CTV’s morning news and CBC radio as a guest expert. She is a constant source of encouragement and inspiration to her colleagues, positively impacting the work environment for all of those around her.
Caval is an unapologetic advocate for equality and a compassionate leader who exudes authenticity, integrity and bravery in all that she does. Her passion for advocacy work lead her to executive board positions locally and nationally with Business and Professional Women fostering the professional and leadership potential of women through education, advocacy and mentorship.
As a passionate advocate, Caval consistently identifies opportunities to facilitate meaningful collaborations while creating respectful and impactful dialogue on some of the most pressing and difficult issues of our time. She is a consummate community-builder and approaches every facet of her life and work with an appreciation and deep reverence for the intrinsic worthiness of every individual.
- Financial planning
- Will & Estate planning
- Taxation planning
- Investment management
- Succession planning