Marie Debono, B.Sc, MBA, P.Eng, CFP
Financial Planning Advisor
Welcome!
As an Assante advisor, my goal is to help my clients attain financial independence and achieve the kind of life they want to live. Helping me in that goal are the resources and expertise of Assante, one of Canada's largest, independent, non-bank owned financial services firms.
As an Assante advisor, I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their families, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.
Please take the time to browse through my web site. On it you'll find not only important information about Assante's unique combination of personalized service and expertise, but also information about me - my personal background as well as my training and credentials.
Biography
Marie Debono, P. Eng., MBA, CFP
Assante Capital Management Ltd. - Member CIPF
Since 1997, Marie has been helping individuals and families achieve their financial and lifestyle goals. Her strength is helping clients look ahead five, ten, twenty, or more years to determine the direction they should take. She incorporates their cash flow, personal savings, assets, debts, pension plans, employee benefit plans, and business assets to help them see the bigger picture.
Marie attributes her success to her integrity, her skill in focusing on clients' evolving goals, and her ability to explain concepts in easy-to-understand terms.
Building on a Bachelor of Science Degree in Engineering and a Masters Degree in Business Administration, Marie has earned the Certified Financial Planner Designation, recognized nationally as the top professional accreditation. During her career, she also spent five years as a Branch Manager with Assante Capital Management Ltd. She now concentrates exclusively on her clients.
Within the community, Marie is a member of several organizations and has sponsored children's sports teams and fundraisers throughout the years. She is married with 3 children. Marie is primarily focused on serving the Aurora, Newmarket and surrounding areas, and makes herself available to meet clients locally.
If you would like to learn more about Marie's credentials or have an initial discussion with her to see if you would be comfortable working together, please call 905-841-7684 or email mdebono@assante.com. Initial meetings are for informational purposes only and no fee will be charged.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Mission
We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.
Assante Story
Founded in 1995, Assante Wealth Management is a leading provider of
integrated wealth management solutions, designed to meet the needs and goals of
individuals, families and businesses across Canada.
Our advisors and their clients are at the centre of our business and are
supported by the exceptional investment management team and wealth planning
group housed at our sister-company, United Financial Corporation. We are a
principal distributor of United Financial's customized, cutting-edge, solutions.
Be well-advised is our promise to you.
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