Skip to main content

​Carolyn Humby 

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 ·

IIROC Advisor Report

*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Tell us how you feel about our new website!

Now that our new website is live, we would love to hear what you think.

Please take a minute to share your thoughts, we’re always looking for ways to make your experience better.

Contact us

Questions or comments? Get in touch with us!