Marie-Claude Blanchet

equipe

Senior Financial Planner

B. Comm. (Hons.), CFP, RFP, FCSI

Spoken languages : English and French

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 helps our team provide extended 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.