Ms. Lisa McCall

Okanagan Falls Elementary School Principal

Carol Markstrom is my beloved aunt and a true inspiration to me! Carol has a passion for life, people, and possibilities. Throughout the years she continues to evolve as a dynamic learner, leader, and entrepreneur. She puts her best efforts and dedication into growth opportunities for herself and others. She has a steadfast commitment to striving for excellence in all her pursuits resulting in her success in so many domains of her life. Carol has a heart of gold!  Her compassion, vitality, and professionalism are among her greatest assets and enable her to make a positive difference in the lives of others and her community. She is a positive team player, effective problem solver, and has exceptional interpersonal skills required to be successful with interactions with others in her work and life. Carol continues to play a vital role in my life through her ability to model exceptional character, optimism, and integrity. I appreciate and am very grateful for the impact she has had in my growth as a person and professional and I wish her well in her future pursuits.


I have had the pleasure of knowing Carol for over 10 years now and I highly recommend her for retirement and estate planning needs. She is a consistent provider of solid advice. She is very detail oriented, very insightful and always listens to her clients before presenting them with the best solutions.


Shirley Basaraba 

Retired Accounting Clerk, Imperial Oil Ltd.

I have worked with Carol for a number of years, plus she was a great boss. We have Carol look after our investments for a over twelve years and trust her in what she does. Carol always keeps in touch to let us know if changes have to be made or just that we have made money.


Terry Robertson, CFP

Vice President of  Wealth Management at Vantage One Credit Union

Carol Markstrom provides ethical professional guidance to her clients and always puts client interests and goals first. She takes great care with client recommendations and maintains a solid connection and ongoing service to support clients.


Blayne Brethour

Associate - Investments and Branch Manager - Investia Financial at WealthLINK Financial Services Inc.

I would recommend Carol based on her ability to keep the client's best interest in the forefront. Carol is a compassionate advisor that works intelligently for her clients. I have worked with her over the past two years and found her to be very thorough in her positions a Financial Security Advisor with Freedom 55 Financial.     February 11, 2011

If you are interested in posting a testimonial to express your thoughts on my practice, my relationship with you, my motivational abilities, my education, or just something about me in general. Kindly submit a testimonial including your name, relationship such as (colleague, classmate, friend, employee, or if we have done business together) . All testimonials will be considered for publication on this website.

Kindly email carol.markstrom@shaw.ca

 I look forward to receive your expressions about me and my practice.