CFP, FCSI, Hon. B Comm, R.F.P
Senior Financial Planning Consultant
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.
LL.B., CPA, CA
Senior Advisor, Estate Planning
Wealth Management Solutions Group
Carol Foley is Senior Advisor, Estate Planning, who guides National Bank Wealth Management Solutions Group clientele through their estate planning and use of trust services. She provides detailed information to help clients clarify their wishes and presents options they should consider when preparing their wills, powers of attorney and personal care directives.
With over 25 years of experience, Carol brings a unique combination of accounting, legal and life insurance expertise to assist clients. Previously, she has worked for accounting and law firms, a wealth management firm, a life insurance company and a large trust company.
Carol received her Bachelor of Laws from Dalhousie University in Halifax and is licensed lawyer with the Law Society of Ontario. She is also a Chartered Professional Accountant (CPA) in Ontario.
Carol is a member of the Canadian Bar Association and the Canadian Tax Foundation. She has spoken at seminars and conferences on tax and estate planning issues for the for the Law Society of Ontario, the Conference for Advanced Life Underwriting, the Estate Planners’ Council of London and several financial institutions. She has led sessions for the CPA of Canada’s In-Depth Tax Course and taught tax at the University of Toronto and CPA Ontario’s summer school.
Financing Solutions Specialist
Advisor Banking Services
As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of her clientele. Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives.
Katherine has 15 years of banking experience, mainly with National Bank, in a variety of capacities such as operations, head office and the branch network.