Carol Zosiak

Carol Zosiak

Administrative Assistant

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Meet Carol Zosiak

Carol brings over 40 years of experience in the investment industry, with a strong background in mutual fund trading and back-office operations.

Now based in Kelowna, BC, she supports our team remotely by handling all mutual fund transactions, paperwork preparation, account openings, follow-ups, and compliance file management.

Outside of work, Carol is the lead singer in a rock band, a passion she’s enjoyed for more than 12 years+.

With Carol’s depth of experience and steady hand on the processing side, our clients can feel confident knowing their accounts are managed with care and precision behind the scenes.

For security reasons, please contact us by phone when sharing any personal or confidential information. Emails are not considered a secure means of transmitting information.

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*Mutual funds distributed through Desjardins Financial Security Investments Inc.

Life and Health Insurance products are provided by Brandon Durant through Desjardins Financial Security Independent Network. Life and Health Insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered supervised or reviewed by DFS Investments. DFS Investments is the Mutual Fund Dealer through which Mutual Fund Products and Services are provided.

About Desjardins Financial Security Investments Inc.

This site is not the property of Desjardins Insurance¹or Desjardins Financial Security Independent Network. They do not have any control over the content or the use of the site.

Desjardins Insurance¹and Desjardins Financial Security Independent Network shall not be liable or responsible to any person for any harm, loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages.

This site is not the property of Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities.

¹ Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

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Carol Zosiak

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