Marie has been a financial planner for over 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high net worth clients.
Marie obtained her Honours Bachelor of Commerce from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.
Marie’s core responsibilities
- Preparing comprehensive financial plans for our clients with complex business, property and tax planning issues.
Please consult your advisor if you believe you could benefit from Marie’s high-level expertise.