Our Team

For over 20 years, Marie has been helping individuals and families achieve their financial and lifestyle goals.  Marie loves the challenge of looking at your complete financial picture and then formulating a plan for the next five, ten, twenty, or more years to help you achieve your goals.  Leveraging her engineering background, Marie focuses on the details while keeping the big picture at the forefront.

Marie attributes her success to her integrity and to the long-term relationships that she has built with her growing client base. Marie takes pride in providing outstanding customer service as well as helping her clients easily make sense of various financial concepts. 

Building on a Bachelor of Science Degree in Engineering and a Masters Degree in Business Administration, Marie has earned the CERTIFIED FINANCIAL PLANNER certification, recognized nationally as the top professional accreditation.  

Within the community, Marie is a member of several organizations and she sponsers the Richmond Hill Centre for the Performing Arts and Dress for Sucess. Throughout the years she has also sponsored various children's sports teams and fundraisers.  She is married with 3 adult children.  Marie loves to spend her free time on the ski slopes, or at the cottage with her family and friends. 

Melanie started working with Marie in 2006 as an administrative associate. She has since completed her LLQP insurance certification. Having also completed all industry coursework, Melanie is now an Associate Financial Advisor.

Melanie enjoys building rapport with Marie's clients and strives to provide exceptional customer service. Her tireless work ethic allows her to complete tasks as well as find solutions to problems, in a efficient manner.

Melanie lives in Bradford with her husband, two teenaged children and one goofy golden retriever. She enjoys volunteer work, seadooing and spending time with family and friends.

Justin joined Marie and Melanie in August of 2018 in an administrative role. Since then he has completed all industry coursework to be licensed as an Associate Financial Advisor. He has also recently earned the CERTIFIED FINANCIAL PLANNER® certification and assists Marie in the formulation and execution of client financial plans as well as office administration and servicing clients.

When not at the office, you can find Justin woodworking, spending time with his wife and young sons, or cheering on the Leafs!