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Carol Howorucha, MBA, CFP, FMA, EPC

Investment Advisor

CARP Recommended

Carol works in conjunction with Bill Green, educating clients so that they remain empowered through each stage of the financial planning process.


Carol monitors clients’ progress in meeting their goals and ensures that they stay on track during personal life changes and through economic cycles. Carol’s credentials include:

  • Bachelor of Arts (Honours)
  • Master of Business Administration
  • Financial Management Advisor (FMA)
  • Certified Financial Planner
  • Life Insurance Level II
  • Member of Independent Federation of Brokers and the Canadian Institute of Financial Planners

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