Marie-Claude has been a financial planner for over 25 years,
providing comprehensive financial planning advice to a wide range of
clients, including business owners, senior executives, physicians and
retirees. She 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-Claude 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-Claude obtained her Bachelor of Commerce (Hons) from the
University of Ottawa and holds the Certified Financial Planner (CFP),
Registered Financial Planner (RFP), Chartered Investment Manager (CIM)
and Fellow of the Canadian Securities Institute (FCSI) designations.