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
Senior Business Development Manager, Segregated Funds & Annuities, Eastern Canada
Caroline Yong
Senior Business Development Manager, Segregated Funds & Annuities, Eastern Canada
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
Videos
LifeFWD webinars are designed to help you navigate life’s complexities with clarity and confidence—offering practical insights on everything from healthy living to insurance and investment advice. Each series is built to move you forward with purpose.
