P.Eng, MBA, CFP®
Senior Financial Planning Advisor
P.Eng, MBA, CFP®Senior Financial Planning Advisor
Marie has been helping individuals and families achieve their financial and lifestyle goals for over 20 years. Marie loves the challenge of looking at a client’s complete financial picture and then formulating a big picture plan to help achieve those goals. Leveraging her engineering background, Marie focuses on the details while keeping the big picture at the forefront.
Marie takes a holistic approach to financial planning. She listens to her clients in order to understand their situation and be able to provide advice that is tailored to their needs.
Marie lives in Aurora with her husband and has 3 adult children. She has a long history of involvement in the community and supports the Richmond Hill Centre for Performing Arts and Dress for Success.