Carlo Palazzo, Financial Planner & Relationship Manager

Carlo Palazzo is a Financial Planner and Relationship Manager at Cardinal Point. Carlo has held several positions of increasing responsibility within the high net-worth segment of the Canadian wealth management industry since 2007. Carlo has worked as a financial planner and analyst at an independent financial planning and investment consulting firm; a research analyst with an investment management firm focused on implementing a global macro strategy utilizing primarily exchange-traded funds; and he spent 45 months as a financial planning analyst in the wealth management services division of RBC Dominion Securities. After receiving his Bachelor of Applied Business degree from George Brown School of Financial Services in Toronto, he completed the Canadian Investment Manager (CIM) program offered by the Canadian Securities Institute, the (Canadian) Certified Financial Planner (CFP®) program offered by the Financial Planning Standards Council, and the STEP Diploma for Canada through the Toronto branch of the Society of Trust and Estate Practitioners. In addition, he recently achieved the Chartered Financial Analyst (CFA) designation.