Marie F. Machado, CFP, RFP, FDS
Senior Consultant, Oakville
D: 905-469-0690 ext. 8951
1155 North Service Road West
Oakville, ON L6M 3E3
A senior consultant in our Oakville office, Marie works with a wide variety of clients, providing a comprehensive range of financial counsel services. Customized and professional tax and estate planning, as well as advice on wills and insurance, are all part of the tremendous value that Marie brings to the long-term relationships that she builds with clients across the western GTA.
Marie brings focus and passion to her work, and is particularly adept at simplifying complex situations for her clients. That gives them peace of mind as she shows her clients the big picture, while also taking care of the important details.
Marie has 25 years of experience in wealth management, having started out in tax planning with an accounting firm. From there, she moved on to financial planning with an insurance firm, and came to T.E. Wealth in 1987 to provide a broader range of objective financial planning advice to her clients. Marie earned designations as a Chartered Financial Planner and a Registered Financial Planner. She is also a Financial Divorce Specialist.
Marie lives in Cambridge with her husband, where they raised their two adult children. She’s an active cyclist and a grandmother.
“As a representative of T.E. Wealth, Marie’s professionalism and knowledge base is outstanding. She is an expert at demystifying how investments work.” [F.S., Oakville]
“I have been working with T.E. Wealth for several years and it has been a pleasure. I trust that the advice that they give is unbiased and based on sound assumptions from the markets. Marie is always quick to respond and very good about explaining any aspect of her recommendations.” [R.T., Oakville]