Carla Norris

equipe

Senior Consultant, Trust & Advisory Services

CFP, PRP

Spoken languages : French

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 decisions, and then making thise 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.