Carolina Altamirano joins us from the Financial Planning Department at Raymond James Ltd. where she worked directly with clients across the nation to provide financial planning strategies.
Carolina is a graduate from Toronto Metropolitan University with a Bachelor of Commerce degree and she holds the Certified Financial Planner designation as well as the U.S. Chartered Retirement Planning Counselor designation. Carolina's role on the team is working with our clients in developing, implementing and maintaining all non-investment, planning-related strategies.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.