About
Understand how to set objectives, identify paths, and take concrete steps to achieve your life and financial goals—such as education, retirement, and more. Develop an understanding of financial products and service options.
Carissa Lucreziano, CFP®
Vice President of Financial Planning, CIBC
James Bilcox, PFP®, CFP®
Financial Planner, Sun Life Financial
Archie Pedden, CFP®
Wealth Planner, HSBC
