Tricia Carver

Tricia M. Carver

Tax and Estate Group Consultant, Private Wealth and Estate Services at Prosper Wealth Ltd

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Location:
100 Osborne Street N, Winnipeg, Manitoba, Canada
HQ Phone:
(204) 946-8142

General Information

Experience

Consultant  - Madison Financial Services Inc

Consultant  - Mann Financial Assurance Limited

Deloitte & Touche LLP

Advanced Sales Manager for Retirement and Investment Services Products  - Great West Life

Education

Bachelor of Commerce  - University of Manitoba

Recent News  

Tricia M. Carver, CA, CFP, TEP
Tax & Estate Group Consultant Private Wealth & Estate Services Tricia graduated from the University of Manitoba with a Bachelor of Commerce, Honors degree in 1984 and became a Chartered Accountant in 1987. Tricia joined Deloitte & Touche in 1984, and worked in the audit group for three years and then in the tax group for eight years, specializing in personal financial planning and estate planning. Tricia joined Great-West Life in January of 1996 as the Advanced Sales Manager for Retirement and Investment Services products. She is associated with Mann Financial. Since 1998, Tricia has been a Tax & Estate Planning Consultant with Private Wealth & Estate Services and is available as a resource to London Life and Great-West Life financial security advisors to assist with complex wealth and estate planning issues.

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Tricia M. Carver, CA, CFP, TEP
Tax & Estate Group Consultant Private Wealth & Estate Services Tricia graduated from the University of Manitoba with a Bachelor of Commerce, Honours degree in 1984, and became a Chartered Accountant in 1987. She is associated with Madison Financial. Tricia joined Deloitte & Touche in 1984, and worked in the audit group for three years and then in the tax group for eight years, specializing in personal financial planning and estate planning. Tricia joined Great-West Life in January of 1996 as the Advanced Sales Manager for Retirement and Investment Services products. Since 1998, Tricia has been a Tax & Estate Planning Consultant with Private Wealth & Estate Services and is available to London Life and Great-West Life financial security advisors to assist with complex wealth and estate planning issues.

Read More

Tricia M. Carver, CA, CFP, TEP
Tax & Estate Group Consultant Private Wealth & Estate Services Tricia graduated from the University of Manitoba with a Bachelor of Commerce, Honours degree in 1984, and became a Chartered Accountant in 1987. Tricia joined Deloitte & Touche in 1984, and worked in the audit group for three years and then in the tax group for eight years, specializing in personal financial planning and estate planning. Tricia joined Great-West Life in January of 1996 as the Advanced Sales Manager for Retirement and Investment Services products. Since 1998, Tricia has been a Tax & Estate Planning Consultant with Private Wealth & Estate Services and is available to London Life and Great-West Life financial security advisors to assist with complex wealth and estate planning issues.

Read More

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