Carlos Rodriguez-Tascon

647.244.4213  t

Speaks: English

My name is Carlos Rodriguez-Tascon; I am a Colombian born Industrial engineer with a major in finances. I came to Canada with my loving wife around 2001. I have been a financial advisor since 2008. I started off this line of work because I was always intrigued about finances in Canada and the lack of information available from my community on the topic at the time.

I worked for a financial Company for eight years. Since then I have accumulated experience in Life Insurance, Accidental and Sickness, Living Benefits and group Benefits.

In Investments I have worked in Retirement Planning, State and wealth Accumulation.

Then I decided to start my own brokerage

I have been helping clients protect their most need in life… their availability to generate income, as well as working in both personal and corporate programs.

My goal is to make my company CRT FINANCIAL SERVICES a place where you can find solutions to your everyday financial needs. They might be: planning for your dream house, protecting and growing your investment(s), protecting your loved ones from the unforeseen circumstances in life, planning for your retirement, maintaining and rewarding your employees, and so much more.

As an Immigrant I understand you.

I work to achieve your goals

I work for you!!