Kara Day, Cfp®, Clu®, Epc™
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Kara Day, Cfp®, Clu®, Epc™ Email & Phone Number

CERTIFIED FINANCIAL PLANNER® Professional at Worldsource Financial Management
Location: North Vancouver, British Columbia, Canada 4 work roles 2 schools
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Current company
Worldsource Financial Management
Role
CERTIFIED FINANCIAL PLANNER® Professional
Location
North Vancouver, British Columbia, Canada
Company size
348 employees

Who is Kara Day, Cfp®, Clu®, Epc™? Overview

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Quick answer

Kara Day, Cfp®, Clu®, Epc™ is listed as CERTIFIED FINANCIAL PLANNER® Professional at Worldsource Financial Management, a company with 348 employees, based in North Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Kara Day, Cfp®, Clu®, Epc™.

Kara Day, Cfp®, Clu®, Epc™ previously worked as CERTIFIED FINANCIAL PLANNER® Professional at De Thomas Wealth Management and Financial Advisor at World Financial Group (Wfg). Kara Day, Cfp®, Clu®, Epc™ holds Advanced Business Administration Certificate from Capilano University.

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Email format at Worldsource Financial Management

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Worldsource Financial Management

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Profile bio

About Kara Day, Cfp®, Clu®, Epc™

As a CERTIFIED FINANCIAL PLANNER® Professional, I work primarily with professionals to create a flexible and personalized financial plan for their unique and evolving needs, both personal & corporate. By taking an educational approach, I share valuable information along with wealth management & tax saving strategies empowering my clients to make smart financial choices. A comprehensive plan includes all areas of financial planning: Cash Flow & Debt Management, Life & Living benefits, Risk Management, Investment & Retirement Planning, Tax Planning and Estate Planning. As an independent advisor, I'm able to offer my clients the best of the best when it comes to investment and insurance products. Finally, I believe in full transparency/disclosure when it comes to commissions & fees. When I'm not busy helping my clients reach their financial goals, my other passions in life include hiking, skiing, good food & wine shared with good friends.

Current workplace

Kara Day, Cfp®, Clu®, Epc™'s current company

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Worldsource Financial Management
Worldsource Financial Management
CERTIFIED FINANCIAL PLANNER® Professional
North Vancouver, BC, CA
Website
worldsourcefinancial.com
Employees
348
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Company profile
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4 roles · 19 years

Kara Day, Cfp®, Clu®, Epc™ work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner® Professional

Current
Worldsource Financial Management

Mutual Funds and segregated funds provided by fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other products & services are offered through Karalyn Day.

Sep 2020 - Present
Team & coworkers

Colleagues at Worldsource Financial Management

Other employees you can reach at worldsourcefinancial.com. View company contacts for 348 employees →

WW Wendy Walker Wendy Walker Colleague at Worldsource Financial Management Markham, Ontario, Canada, Canada View → DK Dy Kim Dy Kim Colleague at Worldsource Financial Management Richmond Hill, Ontario, Canada, Canada View → NM Natasa Morfesis Natasa Morfesis Colleague at Worldsource Financial Management Ontario, Canada, Canada View → NC Norman Chan Norman Chan Colleague at Worldsource Financial Management Toronto, Ontario, Canada, Canada View → KW Kristen W. Kristen W. Colleague at Worldsource Financial Management Markham, Ontario, Canada, Canada View → RG Rich Green Rich Green Colleague at Worldsource Financial Management Dorchester, Ontario, Canada, Canada View → RJ Rob Johnstone Rob Johnstone Colleague at Worldsource Financial Management Coquitlam, British Columbia, Canada, Canada View → MU Mark Usher Mark Usher Colleague at Worldsource Financial Management Toronto, Ontario, Canada, Canada View → RD Rick Dipronio Rick Dipronio Colleague at Worldsource Financial Management Hamilton, Ontario, Canada, Canada View → ML Michelle Langlois Riederer, Ba, Cfp Michelle Langlois Riederer, Ba, Cfp Colleague at Worldsource Financial Management Hamilton, Ontario, Canada, Canada View →
2 education records

Kara Day, Cfp®, Clu®, Epc™ education

FAQ

Frequently asked questions about Kara Day, Cfp®, Clu®, Epc™

Quick answers generated from the profile data available on this page.

What company does Kara Day, Cfp®, Clu®, Epc™ work for?

Kara Day, Cfp®, Clu®, Epc™ works for Worldsource Financial Management.

What is Kara Day, Cfp®, Clu®, Epc™'s role at Worldsource Financial Management?

Kara Day, Cfp®, Clu®, Epc™ is listed as CERTIFIED FINANCIAL PLANNER® Professional at Worldsource Financial Management.

Where is Kara Day, Cfp®, Clu®, Epc™ based?

Kara Day, Cfp®, Clu®, Epc™ is based in North Vancouver, British Columbia, Canada while working with Worldsource Financial Management.

What companies has Kara Day, Cfp®, Clu®, Epc™ worked for?

Kara Day, Cfp®, Clu®, Epc™ has worked for Worldsource Financial Management, De Thomas Wealth Management, and World Financial Group (Wfg).

Who are Kara Day, Cfp®, Clu®, Epc™'s colleagues at Worldsource Financial Management?

Kara Day, Cfp®, Clu®, Epc™'s colleagues at Worldsource Financial Management include Wendy Walker, Dy Kim, Natasa Morfesis, Norman Chan, and Kristen W..

How can I contact Kara Day, Cfp®, Clu®, Epc™?

You can use AeroLeads to view verified contact signals for Kara Day, Cfp®, Clu®, Epc™ at Worldsource Financial Management, including work email, phone, and LinkedIn data when available.

What schools did Kara Day, Cfp®, Clu®, Epc™ attend?

Kara Day, Cfp®, Clu®, Epc™ holds Advanced Business Administration Certificate from Capilano University.

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