Carmen McHale, CFA, CFP, TEP
Director, Wealth Advisory Services
Executive summary
Carmen is a Senior Wealth Advisor with BDO Wealth Advisory Services Group servicing clients in Alberta. She has over 15 years of experience providing Financial Modeling and Wealth Management services to entrepreneurs, professionals, and business owners.
Carmen has worked in both accounting and financial services in Calgary for more than 25 years. She has held the Certified Financial Planner designation since 2005 and has been a Chartered Financial Analyst charter holder since August 2015.
Carmen works with a specialized team to structure long-term wealth strategies for clients, inclusive of tax efficient investing, estate planning, risk management and financial planning. Her objective is to provide customized solutions to assist clients to meet their goals and needs.
Professional affiliations
Certified Financial Planner, FP Canada (2005)
CFA, CFA Institute
TEP, STEP Canada The Society of Trust and Estate Practitioners (Canada)
Professional designations and education
Trust & Estate Practitioner, Trust and Estate Planning, STEP Canada The Society of Trust and Estate Practitioners (2019)
CFA Charter, CFA Institute (2015)
Accounting, Southern Alberta Institute of Technology (1998)
General Office Occupations and Clerical Services, Southern Alberta Institute of Technology (1993)