Carla Hunter
About Carla Hunter
Carla Hunter is an Associate Consultant at Donnelly Group, part of IG Wealth Management, where she has worked for 30 years in Sault Ste. Marie, Ontario. She specializes in risk management and employee group benefits, focusing on building long-term client relationships and advocating for regular financial plan reviews.
Work at IG Wealth Management
Carla Hunter has been an Associate Consultant at IG Wealth Management since 1994. With 30 years of experience in this role, she operates from Sault Ste. Marie, Ontario, Canada. Her responsibilities include providing financial consulting services and developing tailored financial options for clients.
Specialization in Risk Management and Employee Benefits
Carla Hunter specializes in risk management and employee group benefits within the financial services sector. Her expertise allows her to assess and mitigate financial risks for clients while also advising on employee benefits packages that meet the needs of organizations and their employees.
Client Relationship Focus
Carla emphasizes the importance of building long-term relationships with clients. She works to understand their unique life stages and financial needs, enabling her to tailor financial options that align with their goals and circumstances.
Advocacy for Long-Term Financial Planning
Carla advocates for a long-term approach to financial planning. She highlights the necessity of regularly reviewing and updating financial plans to adapt to changing life circumstances and market conditions, ensuring that clients remain on track to achieve their financial objectives.