It's Time to Say Farewell

I have some super BIG news, I've been offered a job that I just couldn't refuse. It's an incredible opportunity to stay in the financial planning space, work in Whitby and have the flexibility of being Mom. 

I had a huge revelation when I climbed Mt. Kilimanjaro that I work at my best as a team, and entrepreneurship has been very much a solo journey. A la Carte has served our family well while I raised my son and kept me relevant in the financial planning space. I'm just so proud of my business, but now that my son is 10yrs and I've peeled back the layers of a strong desire to be a part of a team again, I'm ready for this change and super excited.

Where am I going? Scotiabank, Whitby Main Branch (beside the library), Investment Specialist and Financial Planner as of September. If you're ever in the area, please pop in and say hi! I spent 5 years with Scotia back in my Halifax days and have always loved the team environment they foster there.

I wanted to say a BIG HUGE THANK YOU for your support of A la Carte over the last 6 years, it's been an absolute honour.

If you're wondering who can you call to continue your advice-only financial planning journey, here's a very well put together directory of AOP's across the country, Steadyhand has thoroughly vetted each and every one of these planners: https://www.steadyhand.com/asset/2022/06/23/canadian%20advice%20only%20planners.pdf

Thank you from the bottom of my heart, I will be available until the end of August before moving onwards and upwards!

Sunny