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.