Products & Services
Senior Financial Planner
CFP, RFP, CIM, FCSI
Spoken languages :
English and French
Marie graduated from the University of Ottawa with an Honours Bachelor of Commerce.
With over 20 years of professional financial experience Marie acts as the team's Senior Financial Planner, providing comprehensive, client centric advice.
She holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI) designations.