Marianna Paltanen, CFP

Financial Consultant, Toronto
E: mpaltanen@tewealth.com
D: 416-640-8560

Ontario
26 Wellington St. East, Suite 800, Toronto, ON M5E 1S2
T: 416-366-1451 | F: 416-368-9801
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About Marianna

Marianna has over 25 years of experience in wealth management. She began her career in the financial services industry with T.E. Financial Consultants (now T.E. Wealth) between 1992 and 1999. She then moved on to become a Financial Planning Consultant for various brokerage firms and banks, and returned to our firm in 2014 as a member of the Financial Planning Software Development team.

Since then, Marianna has been integral in the development of ProsperiPlan, T.E. Wealth’s proprietary financial planning software tool. In this role, she assisted with quality assurance for the rebuilding of ProsperiPlan by addressing components related to net worth, estate and tax planning, personal insurance needs and retirement planning. Marianna was also responsible for creating and updating the user manual, as well as training employees and acting as a help desk facilitator for our regional offices.

Marianna has a Bachelor of Arts degree from the University of Toronto and holds the CFP designation.

Now living in Barrie with her husband and children, Marianna enjoys skiing, snowshoeing and hiking.

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