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.
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Carla graduated from the University of Western Ontario, and has been empowering clients to achieve financial success since 1998. She combines her Senior Wealth Advisor license, CFP designation, and insurance licensing with decades of experience to deliver exceptional financial advice. Carla remains committed to continuous learning to stay at the forefront of the industry.
Her passion for finance began at ten when she opened her first investment account and started investing monthly, diligently tracking every dollar she earned or spent. This early dedication laid the foundation for a career defined by discipline, expertise, and genuine care for others. Today, she works with high-net-worth individuals, business owners, and families, offering sophisticated and strategic plans tailored to their unique goals.
Outside of work, Carla and her husband love cheering on their son, Zach, at his sports events. She also enjoys planning events, organizing spaces, swimming, gardening, biking, traveling, and celebrating birthdays—especially her own! Each year, she is so excited that she cannot sleep the night before!
Inspired by Wonder Woman’s strength and service, Carla makes it her mission to be a positive influence in the lives of others.
