Senior Consultant, Trust and Advisory Services
National Bank Trust
Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. As a financial planner, she has provided retirement planning, tax planning, cash management and estate planning. Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial planning decisions, and then making those decisions easy for clients to understand.
Carla sits on the Financial Planning Standards Council’s Certification Scheme Committee and has served for two terms (through June 2015) on the FPE1 Panel of Examiners.
National Bank Financial is an indirect wholly-owned subsidiary of the National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). This information was prepared by Kevin Filan Group, an Investment Advisor with National Bank Financial. The particulars contained herein were obtained from sources that we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based on our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell any securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain of any companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives, and associates may have a position in securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The opinions expressed herein do not necessarily reflect those of National Bank Financial. Securities mentioned in this article are not necessarily suitable for all types of investors. Please consult your investment advisor to verify whether this security or sector is suitable for you and to obtain information, including the main risk factors. Products and services of the National Bank Financial — Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction. The content of this site is intended only for the residents of the province or territory of Alberta, British Columbia, Ontario and Saskatchewan.
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