Carlene graduated from Olds College in 2011 with an Equine Science Diploma, majoring in Business Management. She is now finishing her Bachelor of Commerce - Accounting Major at the University of Athabasca.
Carlene joined Castle Financial Group in early 2014. She has since obtained her Mutual Funds and Exempt Market licensing and is now a Dealing Representative of Portfolio Strategies Corporation.
Carlene was born and raised in the Invermere, British Columbia area and relocated to Alberta to further her education and work toward her career goals. One of her passions in life is riding and training horses.
Frankie joined Castle Financial Group in January of 2016. She completed her LLQP in late 2016 and is now a licensed Life Insurance Advisor with Castle Financial Group.
Frankie graduated from the University of British Columbia in 2013 with her Bachelor of Management. Prior to joining Castle, she worked as a Project Manager for a successful company in the Construction Industry.
Frankie is from St. Albert, Alberta and moved to Calgary in 2016 to join the Castle team. Frankie is an avid concert goer and loves to travel.
*Frankie is not licensed with Portfolio Strategies Corporation
Elizabeth joined Castle Financial Group in the Spring of 2017. Elizabeth has more than a decade of client relations experience and has been in the Financial Services Industry for 7 years. She is a licensed Insurance Advisor in the Provinces of Alberta and Ontario.
Elizabeth sits on the Executive Board for the Calgary Chapter of Advocis. She currently holds the Vice President seat and also volunteers her time as the Co-Chair of the Social Committee.
Elizabeth was born and raised on Vancouver Island, in Nanaimo, BC and she moved to Calgary in 2008. Elizabeth is a supporter of local charities such as The Calgary Food Bank. Elizabeth enjoys spending time with her spouse and their 3 dogs.
*Elizabeth is not licensed with Portfolio Strategies Corporation