Carla Norris


Senior Consultant, Trust & Advisory Services


Spoken languages : English

Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 19 years.  As a financial planner, she has worked exclusively for fee-only financial planning firms.  This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.  Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial planning decisions, and then making those decisions easy for clients to understand. 

Carla is a Certified Financial Planner (CFP).  She is a member in good standing of the Canadian Institute of Financial Planners and received the prestigious Fellow of FPSC distinction in 2013.

Carla also volunteers within the financial planning community.  She is a member of the Financial Planning Standards Council’s FPE1 Panel of Examiners and the Certification Scheme Committee.  She served for a number of years on the board of the British Columbia Chapter of the Retirement Planning Association of Canada, until its recent merger with the Canadian Institute of Financial Planners (CIFPs).