Carrie Lentz
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I know you want the hard work you're doing now to create the lifestyle and legacy you envision. To make that happen, I believe you need wealth planning and investment strategies that work together and get you where you want to go.
The problem is that we live in a time of market complexities and information overload. It's easy to feel in the dark about your wealth plan—especially if you're not receiving the support you need from your investment professional. You're not alone if you're unsure whether your investments align with your goals. Even educated, successful professionals can feel a bit lost when it comes to their personal wealth planning and investing. But you deserve an advisor who manages your wealth with the same dedication you've put into building it.
When we work together, we'll start by clarifying what matters most to you—both now and in the future. Then, I'll focus my expertise on designing a wealth plan and investment strategy that's realistic, purposeful, and tailored to you.
Every good relationship starts with a conversation, so reach out any time. You don't need to keep wondering if the wealth you're creating will support the life you envision. Instead, let's work together and give you clarity and confidence about where you're headed and how you'll get there.
Community Involvement
Dress For Success Kelowna, Kelowna Food Bank, Canucks Autism Network, Tour De Cure
Build Your Wealth on a Guided Path

conversation and collaboration about what matters most to you.
A Plan for Every Dream

I’m here to restore humanity to the investment experience.
Because at the heart of every investment is a person.
Strategize Wisely, Live Fully

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Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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Seven quarters of growth: What's fueling the rally in preferred shares?
Preferred shares have seen seven consecutive quarters of gains, but can that move higher continue? James Hunter, VP, Director and Portfolio Manager with TD Asset Management, gives his view.
What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
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What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.
The economic impact: What to watch for as Canada, U.S. trade deadline looms
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The economic impact: What to watch for as Canada, U.S. trade deadline looms
With Canada facing a looming U.S. deadline, can the economy handle another potential trade shock? Derek Burleton, TD Deputy Chief Economist joins MoneyTalk to discuss.