With more than two decades of banking and financial services experience, Carla joined RBC Wealth Management in 2012 and has established herself as an indispensable operations leader. Known for her precision, responsiveness, and seamless management of complex processes, she brings a calm consistency and efficiency that both clients and colleagues deeply value.
As the team's operations lead, she oversees critical functions including client onboarding, account administration, liquidity management, and comprehensive support for advisory and planning services. Her expertise extends beyond operational excellence—she holds the Associate Planning Professional Program (APP) certification, which has strengthened her capabilities in wealth management strategy and financial plan development using RBC WealthPlan. She collaborates strategically with internal and external specialists across lending, annuities, and insurance products to deliver tailored, comprehensive solutions that address clients' evolving financial needs.
Carla’s professional credentials include a Bachelor's degree in Business Administration (Finance concentration), an Associate's degree in Legal Studies, and she has passed the FINRA Series SIE, 7, and 66 exams.
Beyond her professional achievements, Carla is an amateur painter and avid reader who shares a passion for travel and exploration with her husband, Tad. A recent first-time visit to the Grand Canyon—a long-time bucket list aspiration—has fueled her commitment to discovering and experiencing the world's most beautiful landscapes, both domestically and internationally.
