Carla Scholz, Cfp®, Pfp®

Carla Scholz, Cfp®, Pfp® Email and Phone Number

Senior Financial Consultant @ IG Wealth Management
Canada
Carla Scholz, Cfp®, Pfp®'s Location
Canada, Canada
About Carla Scholz, Cfp®, Pfp®

Through a comprehensive financial planning process, I help identify gaps and opportunities in your current investment plan and create strategies to help you achieve a sound financial future. Whether you are currently building, preserving or transferring your wealth, I am here to understand your needs and create a plan that is customized to your short-term and long-term financial goals.

Carla Scholz, Cfp®, Pfp®'s Current Company Details
IG Wealth Management

Ig Wealth Management

View
Senior Financial Consultant
Canada
Website:
investorsgroup.com
Employees:
270
Carla Scholz, Cfp®, Pfp® Work Experience Details
  • Ig Wealth Management
    Senior Financial Consultant
    Ig Wealth Management
    Canada
    View
  • Ig Wealth Management
    Senior Financial Consultant
    Ig Wealth Management Sep 2023 - Present
    Fort Mcmurray, Alberta, Canada
    View
  • Scotia Wealth Management
    Investment Specialist And Financial Planner
    Scotia Wealth Management Jun 2018 - Sep 2023
    Fort Mcmurray, Alberta, Canada
    View
  • Scotiabank
    Senior Financial Advisor
    Scotiabank Jan 2014 - Jun 2018
    Fort Mcmurray, Alberta, Canada
    View
  • Freedom 55 Financial
    Marketing Associate
    Freedom 55 Financial Jan 2013 - Dec 2013
    Vancouver, Bc
    View
  • Toyota Canada Inc.
    Sr Credit Investigator
    Toyota Canada Inc. Sep 2006 - Jan 2013
    Richmond, Bc
    View

Frequently Asked Questions about Carla Scholz, Cfp®, Pfp®

What company does Carla Scholz, Cfp®, Pfp® work for?

Carla Scholz, Cfp®, Pfp® works for Ig Wealth Management

What is Carla Scholz, Cfp®, Pfp®'s role at the current company?

Carla Scholz, Cfp®, Pfp®'s current role is Senior Financial Consultant.

Who are Carla Scholz, Cfp®, Pfp®'s colleagues?

Carla Scholz, Cfp®, Pfp®'s colleagues are Elaine Jose, B Ng, Jacinthe Mallais, Robert Middelkoop.

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