B.B.A., FMA, FCSI, CFP
Senior Financial Planning Advisor
Carlo entered the financial services industry following his graduation from Wilfrid Laurier University. He started his career with TD Bank before moving onto Assante Wealth Management in 2004. After several years with Assante’s National Accounts office, he eventually joined The McClelland Financial Group in Thornhill.
Carlo has achieved several industry designations such as the Financial Management Advisor and Fellow of the Canadian Securities Institute, regarded as the highest honour and most senior credential in Canadian financial services. He is also a Certified Financial Planner (CFP) professional, the international standard at which Financial Planners are measured. The CFP designation is administered by Financial Planning Standards Council (the foremost authority for the financial planning profession in Canada).
Carlo has been an active contributor of peer-counselling groups, boosting health awareness on University campuses. A love for organized basketball, Carlo enjoys a vast array of sports. His passion for competition carries over into charity work as he has participated in numerous runs, basketball tournaments and a triathlon to support several charitable organizations. Carlo lives in Stouffville with his wife and three children.
905-771-5200 ext. 238 | [email protected]
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