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 and Financial Management Advisor, 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 · email@example.com
*Mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.