BA, CFP, CIM
Carla joined NWM in 2012 with over 12 years of experience in financial services.
She enjoys working with clients in providing various comprehensive financial planning services such as wealth accumulation solutions, retirement planning strategies and estate/tax planning. Her focus is in developing long term client relationships built on trust and exceptional customer service.
A graduate of Simon Fraser University with a Bachelor of Arts in Economics, Carla holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Carla has also completed several industry courses including the Canadian Securities Course, Conduct and Practices Handbook and Professional Financial Planning Course (Honours). She is also licensed with the BC Insurance Council.
Carla is a member in good standing of the Financial Advisors Association of Canada (Advocis) and the Financial Planners Standards Council (FPSC).
Question & Answers
Retire in Tuscany (or anywhere in Italy, really) with my husband and children– savoring the good food, good company and good wine.
Burrowing Owl Pinot Gris
Favourite sport to play?
Were you named after anyone?
No, my parents reached a stalemate with each side sticking to their guns -- so they resorted to flipping a coin. My dad won.
Would you bungee jump?
Not a chance.