In 2024, Carla teamed up with Carlos at RBC Dominion Securities to focus on wealth management for clients. She works closely with him to deliver client service and execution of clients’ long-term strategies. Carla has been with RBC for 20 years and for the past decade as a Financial Planner to personal clients and business owners to help reach or balance their multiple goals.
As a Certified Financial Planner (CFP) and Personal Financial Planner (PFP), Carla has been translating advice into strategies aligned to financial management, investment planning, retirement planning, general advice on tax planning, estate planning and risk management. She has also been a devoted mentor to Financial Planner trainees.
Carla is passionate about lifelong learning and education. Her background includes teaching Finance and Accounting at De La Salle University where she completed her undergraduate studies and a Master in Business Administration (MBA). While teaching, Carla gained valuable experience as a Certified Public Accountant (CPA) before moving to Canada and joining RBC. Outside of work, Carla enjoys travelling with her husband, practicing yoga and Pilates. An avid reader and crafter, Carla enjoys beading, knitting and quilting.
