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​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 · Carolyn.Humby@FirstOntario.com

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.

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