Home » Team Member » Caroline Maughan, CFA
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Telephone: 514-840-6033
Caroline Maughan, CFA
Caroline began her professional career in 2018, working as an analyst in the wealth management
industry. She holds a Bachelor of Commerce in finance from Concordia University and is a CFA
charterholder since 2023. Caroline joined the Claret team at the end of 2022 as an Associate Portfolio
Manager and has since moved into the role of Portfolio Manager.