If you are good with money and have kids involved in sports, it’s pretty much guaranteed you are going to get “volunteered” to manage your kid’s Little League team.
That partly explains why Carly Monahan, a personal wealth adviser at Odlum Brown Ltd., and the mother of an eight-year-old son and five-year-old daughter, has logged some 1,100 hours of volunteer time over the past eight years.
She sits on the board of directors for Family Services of the North Shore, provides volunteer financial services for the Nature Trust of BC, has co-chaired fundraising events for the Canadian Cancer Society and has coached or managed a number of women’s and girls’ soccer and hockey teams, as well as her own son’s Little League team.
She has helped raise more than $15 million for various non-profits.
“I have a lot of great connections and contacts and leadership ability to lead teams, and why not lead teams to raise significant amounts of money for good causes?” Monahan said.
She also started a popular networking event for professional women called the Power Hour.
“I’m really passionate about working and helping to build women up, and women in business,” she said.
Monahan earned a bachelor of commerce degree from McGill University and certificates in Canadian and U.S. securities law. While at McGill, she played soccer for the university’s women’s soccer team.
After graduating, she went to work as an investment banker for Desjardins Securities, and at the age of 23 she was recruited by RBC Capital Markets. She then joined Macquarie Capital Markets, where she managed a new sales and trading desk in Vancouver.
In the span of seven years, she established a West Coast franchise for Macquarie that advised clients with assets of $1 trillion. She and her team were credited for business growth of 1,000%. In 2016, she joined Odlum, where she now works with high-net-worth individuals as an investment adviser.
Monahan recently completed her second triathlon.
Birthplace: North Vancouver
Where you live now: North Vancouver
Highest level of education: Bachelor of commerce, major in finance, McGill University
Currently reading: Becoming by Michelle Obama
Currently listening to: Anything by Maggie Rogers
When you were a kid, what you wanted to be when you grew up: A CEO
Profession you would most like to try: Surgeon
Toughest business or professional decision: When to have kids, but it was also the best decision I ever made
Advice you would give the younger you: Never doubt your gut instincts, and be curious
What’s left to do: I’m just getting started
Join us to celebrate the 2019 Forty under 40 Awards on January 30, 2020, at the Westin Bayshore. For tickets and event information visit https://www.biv.com/forty-under-40
