Marion is our retirement and estate planning specialist and works closley with clients to provide wealth management guidance. Marion has over 15 years of experience in the financial industry.
Marion provides customized Wealth Management services to integrate clients investments, retirement, insurance, tax & estate and business succession planning needs into one comprehensive plan. She is passionate and commited to working alongside her clients to help them achieve their financial and life goals.
Marion has a Bachelor of Business Administration (Honours) Degree from BCIT School of Business with an emphasis on Accounting. She has recently received the Chartered Investment Management designation. She has also completed the Wealth Management Essentials Course, the Financial Planning Supplement Course and the CFA Level 1 Exam. Marion is currently working towards her Trust and Estate Practitioner
In her free time, Marion enjoys spending time with her husband and playing a variety of sporting and recreational activities including cycling, skiing, tennis and golf.