Carla joined RBC DS Wealth Management as a Investment and Wealth Advisor in 2019 following 31 years of experience in the financial services industry. In her most recent role as a Senior Financial Advisor, she worked with high net worth clients, including professionals and business owners.
A seasoned financial services professional, Carla is well versed in helping clients create successful financial futures for themselves. She is focused on guiding clients through every stage of their life using a comprehensive wealth management approach in collaboration with RBC’s in-house experts and their external network of advisors.
Whether you are earning and managing your own wealth, have had a change in marital status or have recently taken over managing the family’s finances; Carla is committed to helping clients become empowered to take control of their financial futures through education, advice and access to wealth services.
Carla gained much of her financial knowledge through practical experience and industry courses completed after graduating from Ryerson University with a Bachelor of Commerce degree. Complementing her many years of experience is her professional designation as a Certified Financial Planner® (CFP®), the industry gold standard in financial planning which she obtained in 2001. Carla also has the Registered Retirement Consultant® (RRC®) designation.
Outside of her professional life, Carla is a culinary enthusiast who enjoys cooking and exploring local and international dining experiences. Her love of travel has led her to adventures across the globe such as exploring the Great Temple of Ramses II at Abu Simbel in Egypt and zip-lining through a rain forest in Costa Rica.
In her spare time Carla enjoys spending quality time with her two godchildren, painting and volunteering for local charities.
