Menu

Cara Boston

carabostonPut a problem in front of Cara and she loves to solve it! She’ll turn it upside down and sideways so that she can see things from a new enlightened angle and find creative solutions with her analytical mind. Deliberative in her work, authentic, thoughtful and absolutely dependable, Cara provides naturally good judgment and is a voice of reason for your financial needs.

Cara is responsible for designing, implementing and maintaining group health and group retirement plans for Bloom Wealth clients. She provides support and resources to business owners and management teams by providing creative solutions and customized plans for employers and employees. In addition to her work with groups, Cara also offers trusted advice for individual financial and insurance solutions.

Within Atlantic Canada, Cara has been in the financial industry, in various roles, for over 20 years. She has a great understanding of the landscape and the companies and individuals who are part of these four great provinces. Her experience includes branch management with RBC, a wholesaler position in mutual funds; a sales position in commercial insurance and for the past seven years, she managed the group savings and retirement products with Standard Life.

Cara graduated from Dalhousie University with a BA in Sociology, followed by a business diploma from CompuCollege School of Business before completing her Canadian Securities Course. She also holds her Mutual Fund and Life & Health Insurance Licenses.

Away from the office, you may see her competitive nature come out when she hits the squash courts. She has a passion for animals and the elements, as she loves walking and exploring with her two black labs. If you ask Cara about her latest vacation, don’t expect her to tell you about relaxing on the beach! Cara enjoys the adventure of experiencing the history and culture of new places. Cara gives back to the community as a Director at Large on the NS SPCA Board of Directors.

Insurance products (including segregated funds) are offered through multiple insurance carriers.

Follow Us