About

About

about, carla fabien, wealth management, insurance boker, markham, ontario

Hi,
I’m Carla Fabien

My name is Carla Fabien, I am a Wealth Manager and Insurance Broker with over 20 years experience in the Industry. My goal is to be a one stop trusted advisor, educating and providing the best products to suit your needs. I deliver by keeping myself informed and up to date on all new and innovative products on the market .


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About Carla Fabien

A Broker at The Insurance House, The Insurance House is experienced in building personalized insurance coverage for individuals, families, and professionals. As an independent insurance broker in Markham, The Insurance House is not tied to proprietary products, nor are we limited to sell select policies. Instead, we have access to the top insurance companies in the market. We focus on finding the right policy at the right price that you both need and want.

WHEN YOU WORK WITH ME YOU’RE GETTING

CONSULTING –  I work with clients to help plan for short term and long-term goals. My recommendations are based on an integrated approach to get you on a plan to reduce taxes, allocate cash flow, enhance wealth retain wealth in your family. ​

​KNOWLEDGE AND EXPERTISE – I will review your current financial situation through an information gathering session, I will analyze your situation and provide professional recommendations based on your budget and lifestyle habits. ​

​LONG TERM RELATIONSHIPS – Annual check-ups to re-evaluate and adjust as life needs change and evolve.​

​BUSINESS EXPERIENCE – 20+ years of Leadership experience, specializing in coaching and consulting. I have an undergraduate degree in Economics, I hold licenses to sell Mutual Funds and Life Insurance products, including Segregated Funds (TFSA, RRSP, RRIF, ANNUITIES) Life Insurance, Banking, Critical Illness, Travel Insurance, Health and Dental and Disability Insurance.

4 REASONS YOU SHOULD WORK WITH ME

  1. You’re not sure how to manage your finances and investments.

  2. You don’t have time to manage your finances and investments.

  3. ​You’re interested in working with a trusted experienced advisor and know more about wealth management.

  4. You need help choosing the right life insurance, travel, health and dental plans.