Spoken languages : English
Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. Her experience as a fee-only financial planner has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.
Carla is a Certified Financial Planner (CFP®) and a member of the Canadian Institute of Financial Planners. She was very proud to receive the prestigious FELLOW OF FPSC™ distinction in 2013 in recognition of her volunteerism; more specifically, her involvement in Financial Planning Standards Council’s examination development process.