2020 - 2023
2023
2022-2023
2023
2023
2023
2022 - 2023
2021 - 2023
2022 - 2023
2023
2019 -2022
2020 -2022
2021, 2019
2015 -2020
2018
Additional Awards
*Forbes Top Next-Gen Wealth Advisors Best-In-State 2023
*2023 PLANADVISER Top Retirement Plan Adviser
*2020 Best Marketing Campaign, Family Wealth Report
*Crain’s 2019 Notable Women in Banking and Finance
All investments carry risks, including the potential loss of principal. In portfolio management, strategies like diversification, asset allocation, and rebalancing cannot guarantee profits or prevent losses. No investment strategy can ensure achievement of its objectives. Capital Pulse Financial Corporation is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal counsel are provided through Advanced Services Law Group, Inc. Capital Pulse Financial Corporation, based in Toronto, Canada, is registered with FINTRAC MSB in Canada and offers all investment-related services. Many employees at Capital Pulse Financial Corporation Ltd.'s offices worldwide hold CFP® certification marks, CERTIFIED FINANCIAL PLANNER™ certification marks, and the CFP® certification marks with plaque design. These marks are authorized for use by individuals who have successfully met the initial and ongoing certification requirements of the CFP Board. CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.