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.
Marieobtained her Honours Bachelor of Commerce from the University of Ottawa andholds the Certified Financial Planner (CFP), Registered Financial Planner(RFP), Canadian Investment Manager (CIM) and Fellow of the Canadian SecuritiesInstitute (FCSI) designations.