Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Vice President, Portfolio Manager & Investment Advisor

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Experience, Accountability, Integrity, Informed Advice, Consistent Communication and Exceptional Personal Service

I am a Vice President, Portfolio Manager and Investment Advisor with National Bank Financial, with over 25 years experience. I create customized financial solutions for high net worth clients and their families. I view my role as that of a CFO reporting to you, the CEO of your family.

My Beliefs Regarding Your Investments

I believe that the individual investor has significant advantage over institutional portfolios which lack by their very nature are slow to react and constrained by their size.

I believe that the bulk of the investment products available to the individual investors are too expensive and fail to deliver the forecast results.

I believe that prudent diversification and a flexible asset allocation are the cornerstones in risk reduction, however, a "buy and hold" philosophy is no longer valid in these volatile markets.

 

I believe that a successful investment plan requires realistic expectations and a means to evaluate progress towards stated goals.

I believe that my team is equipped with the experience and tools to deliver a service experience that will exceed your expectations.

 

National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada which is a public company listed on the Toronto Stock Exchange (NA: TSX). The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell, the securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives or associates may have a position in the securities mentioned herein and may make purchases and/or sales of these securities from time to time on the open market or otherwise.

Our Partners

Senior Financial Planning Consultant

CFP, FCSI, Hon. B Comm, R.F.P

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Marie has been a financial planner for over 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning.  As a planner, Marie has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high net worth clients.

 

Marie obtained her Honours Bachelor of Commerce from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Contact us

Get contact information for our team members and find out where our offices are.

 

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