My Digital Briefcase

Welcome to Caroline’s digital briefcase. Explore our innovative products, easy-to-use tools, helpful videos, and other resources curated to help you secure your client’s future.
Caroline Yong

Caroline Yong

Senior Business Development Manager, Segregated Funds & Annuities, Eastern Canada
Bio

Nicolas Fauchon-Roy

Business Development Specialist

Client Services

Advisors & MGAs

Annuities

Prior to joining BMO Insurance in December 2017, Caroline gained 15 years of valuable experience in the financial services industry working with independent financial advisors. She has developed strong advisor relationships with a solid knowledge in segregated funds and annuities which has enabled her to continually provide superior service and solution-oriented support to her advisor partners.
Designed for real life

Client Videos