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.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.