Marie's bio

For over 25 years, Marie has been helping individuals and families achieve their financial and lifestyle goals.  Marie loves the challenge of looking at your complete financial picture and then creating planning options for the next five, ten, twenty, or more years that are consistent with your personal values and goals.  Leveraging her engineering background, Marie focuses on the details while keeping the big picture at the forefront.

Marie attributes her success to her integrity and to the long-term client and professional relationships that she has established over the years.   She takes pride in working with a growing team of professionals, Sara, Melanie, and Matthew, and jointly providing outstanding customer service as well as helping our clients easily make sense of various financial concepts. 

Building on a Bachelor of Science Degree in Engineering and a Masters Degree in Business Administration, Marie has earned the CERTIFIED FINANCIAL PLANNER® certification, recognized nationally as the top professional accreditation.  

Within the community, Marie is a member of several organizations and she sponsors the Richmond Hill Centre for the Performing Arts, Southlake Hospital, and Princess Margaret Hospital. Throughout the years she has also sponsored various children's sports teams and fundraisers that are important to our clients.  She is married with 3 adult children and loves to spend her free time on the ski slopes, travelling, or at the cottage with her family and friends.