Tanya has worked alongside Marjolaine since 2007. A graduate of Carleton University in International Business, she became a Wealth Advisor & Portfolio Manager in 2012. Tanya holds the coveted Certified Financial Planner (CFP) designation, the Chartered Investment Manager (CIM) designation, and has also obtained the Trust and Estate Practitioner (TEP) designation. She is insurance-licensed, enthusiastic, self‑motivated, and strives to deliver exceptional service and advice to her clients.
Insurance services are provided by National Bank Financial Services (NBFFS). NBFFS is not a member of the Canadian Investor Protection Fund (CIPF) and the products sold or provided by NBFFS are not guaranteed by the CIPF.