News and resources for Canada's top financial advisors
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.
Why the industry needs more female advisors.
Featuring Carissa Lucreziano, CFP | March 7, 2023
Advisors can help clients build confidence.
Featuring Carissa Lucreziano, CFP | January 9, 2023
Advisors can help clients with debt and long-term goals.
Featuring Carissa Lucreziano, CFP | December 6, 2022
A different approach to communication and planning can strengthen relationships.
Featuring Carissa Lucreziano, CFP | March 7, 2022
Women may rely more on facts than their guts when making investment decisions.
Featuring Carissa Lucreziano, CFP | December 14, 2021
Investors may require more holistic and thoughtful advice than ever before.
Featuring Carissa Lucreziano, CFP | November 24, 2021
Financial fallout has affected women most
Featuring Carissa Lucreziano, CFP | March 5, 2021
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
September 15, 2023|3 min read
June 20, 2023|3 min read