A Vice President in our Oakville office, Marie works with a variety of high-net-worth clients, providing a comprehensive range of financial counsel services. Customized, professional tax and estate planning, as well as advice on wills and insurance, are all part of the value that Marie brings to the long-term relationships she builds with clients across the western GTA.
Marie has more than 25 years’ experience in wealth management, having started out in tax planning with an accounting firm. From there, she moved into financial planning with an insurance firm, and came to T.E. Wealth in 1987 to provide her clients with a broader range of objective financial planning advice.
Marie holds the Chartered Financial Planner® (CFP®) and Registered Financial Planner (RFP) designations, and is a Financial Divorce Specialist.
She lives in Cambridge with her husband, where they raised their two adult children. She’s an active cyclist and a grandmother.