Find your way to wealth with Carolyn Humby.
My experience is in creating tax efficient, sustainable cash flow. Whether my clients are accumulating wealth, receiving a lump sum or drawing on their life savings, I help them understand and navigate the complexities of the financial world and bring them peace-of-mind by creating a strategy that allows them to meet their goals.
With over 25 years of experience as a dedicated investment professional, I understand that everyone’s situation is unique. My collaborative, step-by-step process builds comfort and confidence for my clients as they see their financial future take shape. Having long-standing relationships with my clients has allowed me the great satisfaction of seeing financial dreams realized over time.
As a Certified Financial Planner I am always current on critical industry knowledge and training. I welcome the opportunity to discuss your financial goals and establish a strategy for your investment portfolios, tax planning, stocks and bonds*, mutual funds*, and retirement planning.
(905) 988-3562 · firstname.lastname@example.org
*Mutual funds, other securities and financial planning are offered through Credential Securities Inc.