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THE LITMAN FINANCIAL GROUP*

Home» Our team» Caroline Najjar

Our team

Caroline Najjar

Investment Services Assistant

Caroline Najjar worked with Paul Litman as his Investment Advisor Assistant at CIBC Wood Gundy and moved to the predecessor firm to Macquarie Private Wealth with Paul in June of 2006. Prior to that, Caroline worked as an associate at RBC Dominion Securities and as a business teller with the Royal Bank. Caroline earned an Honours B.A. in Business Management from the University of Toronto, and has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), and holds the Insurance^† Level 1 and 2 designations.

^†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).

*The Litman Financial Group is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.