Spoken languages : English
Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees, and families for over 20 years. As a financial planner, she has worked exclusively as a fee-only financial planner. 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 of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver. She received the prestigious Fellow of FPSC distinction in 2013.
Carla also volunteers within the financial planning community. She sits on the Financial Planning Standards Council's Certificate Scheme Committee and served two terms (through June 2015) on the FPE1 Panel of Examiners. She also served for a number of years on the Board of the British Columbia Chapter of the Retirement Planning Association of Canada for over a decade, until its merger with the Canadian Institute of Financial Planners (CIFPs) in 2012.