Coreen T. Sol, CFA, is a portfolio manager with more than twenty years of experience in private wealth management. She has also been a teller at the Royal Bank of Canada; managed a...view moreCoreen T. Sol, CFA, is a portfolio manager with more than twenty years of experience in private wealth management. She has also been a teller at the Royal Bank of Canada; managed a bank branch in New Westminster, British Columbia; served as an investment adviser at RBC Dominion Securities; and managed portfolios through National Bank Financial and CIBC Wood Gundy. She lives in Kelowna with her three children.view less