Private Wealth Advisor, FirstOntario Credit Union
Senior Investment Advisor, Credential Securities
My experience is in creating tax efficient, sustainable cash flow. Whether you are accumulating wealth, receiving a lump sum or drawing on your life savings, I can help you understand and navigate the complexities of the financial world by creating a strategy that meets your 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.
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 · Carolyn.Humby@FirstOntario.com