“We take the time to understand our client’s needs and then we build a plan to meet them.”

As a partner at CGL Financial, Carla is committed to adding value to clients’ lives. Many of her clients have worked with her for decades, across multiple generations of family members. Carla believes the secret to maintaining lasting relationships is by putting client needs first, at all times and in all situations.

She never takes for granted the trust and confidence her clients place in her.

Carla has more than 30 years of experience in the financial planning and wealth planning industry. She is a Certified Financial Planner® practitioner and has obtained the Certified Professional Consultant on Aging^® designation. Her commitment to ongoing professional development is a testament to her dedication and passion for helping individuals and families achieve financial independence.

When she’s not working, Carla can be found doing the things she loves most – reading, curling, dining with friends, and traveling with her husband and three children.

*Registered with Investia Financial Services Inc.