Carla MacAulay
CFP®, CIM®Wealth AdvisorClient Relationship Manager
cmacaulay@nicolawealth.com|604-739-6471
Overview
Carla joined Nicola Wealth in 2012 with over 12 years of experience in financial services.
She enjoys working with clients, providing various comprehensive financial planning services such as wealth accumulation solutions, retirement planning strategies, and estate/tax planning. Her focus is on 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. She has also completed several industry courses, including the Canadian Securities Course, Conduct and Practices Handbook, and Professional Financial Planning Course (Honours). Carla is licensed with the BC Insurance Council.
She is a member in good standing of the Financial Advisors Association of Canada (Advocis) and the Financial Planners Standards Council (FPSC).
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