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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.

Women may rely more on facts than their guts when making investment decisions.

  • December 14, 2021 December 22, 2021
  • 17:30

Investors may require more holistic and thoughtful advice than ever before.

  • November 24, 2021 November 30, 2021
  • 17:30

Financial fallout has affected women most

  • March 5, 2021 March 11, 2021
  • 18:00

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