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 certification, 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.
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 firstname.lastname@example.org. Initial meetings are for informational purposes only and no fee will be charged.