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Carissa Lucreziano, CFP

Carissa is a Vice President, Financial Planning & Advice and leads a team of experts committed to helping clients create financial plans that reflect their unique priorities and move them closer to achieving their goals. The team specializes in intergenerational wealth transfer, charitable giving, tax, estate, retirement and business transition planning.

How to help allay clients' stress from Covid-19.

  • November 23, 2020 November 26, 2020
  • 16:30

The pandemic has impacted Canadians' savings and their anticipated lifestyle in retirement.

  • November 10, 2020 November 23, 2020
  • 07:00

Instil confidence through financial knowledge.

  • November 9, 2020 November 12, 2020
  • 16:30

Unique wealth challenges require an advisory strategy.

  • March 4, 2020 March 10, 2020
  • 16:00