Carrie Benoit, CFP^®

Location
Calgary, Alberta

“It’s important to me that people feel comfortable. So, I try to make complex financial concepts easily understood for anyone at any level, without judgement.”

Over my three decades long career, two of which have been in the financial services industry, I’ve been lucky to have amazing mentors along the way. My first glimpse into the world of finance came while working at a real estate appraisal company. While my role there mainly focused on assisting with appraisal research for residential, rural, and business properties, I also worked with my employer on tax preparation for our rural landowner clients each year. This inspired me to want to build on that knowledge.

In 2004, I explored my interest in finance further by taking a receptionist position at a boutique planning firm, T.E. Wealth (now CWB Wealth). Always eager to learn and do more, I worked my way through successive roles as an admin in financial planning, then Office Manager and finally Paraplanner, where I happily supported the firm’s Financial Education and Employer Services department. I’ve always been inspired by the power of education, and though I once aspired to be a teacher, today I’ve found my calling in educating adults about financial wellness as a Financial Planner.

Whether through seminars, webinars, or one-on-one conversations, I love guiding people through the financial moments that matter, from their working years all the way to retirement.

It’s a very rewarding experience to be able to work with a client and show them possibilities they might not even know exist, and that they are within reach of their financial goals. It’s why I do what I do.

I received my CERTIFIED FINANCIAL PLANNER^® (CFP^®) designation from FP Canada and am currently working towards my Canadian Securities Course designation to further my knowledge in the support of others.