Meet the Point B Financial Team
We are committed to contributing positively to the quality of our clients’ lives, and their financial future.
With respect, trust and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs and financial goals.
Carla Dos Santos, BA, CFP®
President- Point B Financial Inc.
Senior Wealth Advisor- Worldsource Wealth Management Inc.
Kelly O’Hagan
Investment Associate- Worldsource Wealth Management Inc.
Jody Kovacs
Executive Administrative Assistant- Point B Financial Inc.
Amy Trnavskis
Office Manager- Point B Financial Inc.