A Closer Look

Kirstin-Carley-Financial-Business-Coach-Work-2.jpg
 

Acknowledgements

Professional Designation – Kirstin was accepted by the Financial Planners Standards Council (FPSC®) of Canada to use the Certified Financial Planner (CFP®) designation in 2013.

Insurance Licensing – Kirstin has been registered through the Insurance Council of British Columbia to offer life insurance, disability insurance, critical illness insurance, private health and dental insurance, and related insurance products since 2008. 

Investment Licensing – Kirstin completed the Canadian Investment Funds License through The Investment Funds Institute of Canada in 2008.

Post-Secondary Education – Kirstin completed a Bachelor of Business Administration (BBA) Degree in Entrepreneurial Leadership through Kwantlen Polytechnic University (KPU) in 2007. 

 

Services

Kirstin Carley & Co. Financial has helped hundreds of Canadian families, just like yours, understand their finances, build wealth wisely and have confidence in their future.

During the process of providing financial advice, it may be prudent to consult with other professionals such as a mortgage broker, realtor, investment advisor, accountant or lawyer.

Insurance

  • Life

  • Disability

  • Critical Illness

  • Private Health & Dental

  • Group Benefits

Strategies

  • Risk Management

  • Investment Analysis

  • Retirement Planning

  • Tax Strategies

  • Estate Planning