Spoken languages : English
Marie has been a financial plannerfor over 20 years, providing comprehensive financial planning advice to a widerange of clients, including business owners, senior executives, physicians andretirees. Marie provides wealth management solutions and financial strategiesin the areas of retirement planning, tax planning, cash management, estate andgift planning, and insurance planning. As a planner, Marie has worked ina variety of financial institutions: niche-market financial institutions(educators and physicians), bank-owned wealth management divisions and a smallfinancial planning firm dealing with high net worth clients.
Marie obtained her Honours Bachelor ofCommerce from the University of Ottawa and holds the Certified FinancialPlanner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager(CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.