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.
Advisors can help clients build confidence.
Advisors can help clients with debt and long-term goals.
A different approach to communication and planning can strengthen relationships.
Women may rely more on facts than their guts when making investment decisions.
Investors may require more holistic and thoughtful advice than ever before.
Financial fallout has affected women most
How to help allay clients' stress from Covid-19.
The pandemic has impacted Canadians' savings and their anticipated lifestyle in retirement.
Instil confidence through financial knowledge.
Unique wealth challenges require an advisory strategy.