Cailie leads the Wealth Planning services at Mahrt Investment Group, providing strategic guidance to high-net-worth families, business owners, and professionals to help them achieve their financial goals. She tailors her approach to each client’s unique goals and circumstances, collaborating closely with them and their professional advisors to navigate financial plans, tax and retirement planning, and family and business succession planning.

At Mahrt Investment Group, Cailie’s work on clients’ financial plans forms the foundation of the team’s investment framework. She plays a pivotal role in defining goals-based inputs and assessing risk tolerance levels, which are essential elements that shape asset allocation decisions and drive customized investment strategies.

Before joining Mahrt Investment Group, Cailie gained global experience, spending five years in the Middle East working for a leading provider of financial markets data and infrastructure. This experience enriched her understanding of global financial markets and trends.

Cailie is an alumnus of the University of Toronto, where she graduated with Honours, specializing in Philosophy. She holds distinguished designations including the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER®, demonstrating her commitment to upholding the highest standards in the ever-evolving fields of financial planning and investment management.