Founder

• May 2020 - Present

Family Office and Wealth Strategy consulting. Family Office and Wealth Strategy consulting.

Co-Founder and CEO

• Dec 2020 - Present

When family office expert Carolyn Cole was introduced to Jovica Prince, who owned and operated a successful bookkeeping company, they began to discuss customizing services for Administrative Family Offices. With Jovica’s connection to now Vice President, Operations, Tovey Blake who is a specialist in the administrative field, the three women began building an unprecedented platform in Canada that focuses solely on providing consistent, credible and quality administrative services for enterprising families.

Founder

• May 2020 - Present

Connecting opportunities for family offices and entrepreneurs. Connecting opportunities for family offices and entrepreneurs.

Special Advisor, Family Office Service (Consultant)

• Jan 2021 - Jan 2022

Vice President, Enterprise, Family Office

• Sep 2018 - Apr 2020

Carolyn Cole is a leader and subject matter specialist at KPMG Enterprise’s Family Office practice. She has worked very closely with family-owned and -operated companies across Canada, advising some of Canada’s most successful families over the last 18 years. Carolyn’s combination of skills and experience gives her clients the unique advantage of integrated advice and strategy that encompasses both the business and the family. Carolyn Cole is a leader and subject matter specialist at KPMG Enterprise’s Family Office practice. She has worked very closely with family-owned and -operated companies across Canada, advising some of Canada’s most successful families over the last 18 years. Carolyn’s combination of skills and experience gives her clients the unique advantage of integrated advice and strategy that encompasses both the business and the family.

Head, Strategic Initiatives

• May 2017 - Feb 2018

Entrepreneurial Wealth Strategy

• Dec 2015 - May 2017

Carolyn Cole provides deep insight and much-needed collaboration for entrepreneurs and key employees integrating their personal and professional worlds to help them achieve even greater success.With extensive experience dedicated in advising high-net-worth and ­ultra-high net worth clients and their families, Carolyn has provided strategies for nearly every stage of financial life. Whether her client is selling a business to a private equity firm, structuring a formal trust to provide for loved ones, seeking risk minimization strategies, handling international and cross-border issues, or simply to trying find the right type of investment manager, Carolyn’s tenure and network of specialists can truly add value.

Wealth Advisor

• Jan 2015 - Apr 2017

Private Banker, BBA CFP

• Jul 2011 - Jan 2015

Private Account Executive

• Feb 2010 - Jul 2011

TD Waterhouse Private Client Services TD Waterhouse Private Client Services

Private Wealth Consultant

• 2002 - 2010