Our Team
Marie-France (Marie) is a graduate of LaSalle College in Quebec, with a diploma in International Business Administration. She has successfully completed the Canadian Securities Course from the Canadian Securities Institute, and is a Certified Financial Planner (CFP) professional designated by the Financial Planning Standards Council.
With fifteen years of experience in the wealth management business, Marie has gained a tremendous understanding and appreciation for the personal and financial retirement goals of our clients.
Marie assists in coordinating the preparation of initial financial plans and ongoing planning reviews, as well as acting as our Branch Manager.
Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.