Meet Our Team

Carey L. Herberts - B.Sc., CFP, EPC

Certified Financial Planner

A graduate of the University of British Columbia and founder of our fee-for-service financial planning company, Moneyworks Consultants, Carey has been active in the mutual fund industry since 1987.
Carey specializes in tax reduction strategies and the presentation of personal finance seminars.

Carey’s financial planning accreditations include:

▪ Bachelor of Science from UBC
▪ Canadian Investment Funds Course
▪ Life Insurance Level II
▪ BCIT Financial Planning/Financial Services Certificate
▪ Certified Financial Planner (CFP)
▪ Carey is currently working on the completion of the Personal Tax Specialist Diploma as well as the Canadian Securities Course.

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