Over 30 years of administrative experience !

Carol Galeote

Back Office & Transactions

Carol Galeote joined Grandmaster Financial Planning in 2021 as an Investment Funds Administrator, and brings over 30 years of administrative experience. She is instrumental in our behind-the-scene operations, which includes investment processing and following-up on transactions for our clients. Carol also works proactively to support the company’s administrative team.

Carol began her career in the financial services industry as an Administrator with BMO Nesbitt Burns in the mid 90s. She then went on to spend over 12 years with Desjardins Financial Security Independent Network in Ottawa, and became a vital part of the organization’s administrative team.

When possible, Carol enjoys travelling.

Back Office & Transactions