Marilyn Maxan, BBA, MBA, CFP

Senior Financial Advisor

Marilyn L. Maxan, Senior Financial Advisor with Assante Capital Management Ltd., has wide-ranging expertise in the areas of Wealth Accumulation and Management, that make her a high-demand resource for individuals seeking financial success and security.

With more than two decades experience honing proficiencies in Financial Planning and Wealth Management, Marilyn Maxan delivers dynamic financial counsel to clients who are serious about harnessing the secrets to meaningful wealth accumulation.

She’s developed a personal financial philosophy from which her many clients have benefitted, that features the conviction that all individuals can create wealth over time. Getting there, Marilyn believes, requires the delegation of counsel to professionals. A well-practiced plan predicated on sound principles, diversification, and a comprehensive approach ultimately leads to reduced financial stress, minimized risk, sound confidence and peace of mind.

Marilyn’s earliest experiences in financial management took place during her years of formal education. During this time she was recognized for her financial management skills and served as the Treasurer and Budget Committee Chairperson for all student counsel financial affairs. In pursuit of both Bachelor’s and Master’s degrees in Business Administration, she cultivated a growing appreciation for the importance of personal financial responsibility and planning.

During her MBA studies, Marilyn was an owner of Coburg Consultants Ltd., a business-consulting firm in Halifax. Other professional experience includes  working in corporate finance at IBM Canada and the Bank of Nova Scotia, and a two and a half year post as President of a Bay Street securities startup.

Today, as a Senior Financial Advisor at Assante Capital Management Ltd. — whose 900-plus professional advisors make it one of Canada’s largest wealth management firms — Marilyn counts a range of comprehensive and integrated wealth-management services among her client offerings. These include retirement, estate, tax, education, insurance, risk management and investment planning.

Marilyn is affiliated with a number of investment-industry associations, including the Investment Industry Regulatory Organization of Canada (IIROC), the Canadian Investor Protection Fund (CIPF) and the Canadian Association of Financial Planners and Advisors (CAFP).

And because she believes that life is an exercise in ongoing education, Marilyn has dedicated herself to continuous learning through the Canadian Securities Course (CSC), level one of the Certified Investment Manager (CIM) certification, Partners, Directors and Senior Officers (PDO) certification, and the Certified Financial Planner professional (CFP) designation. She has also earned Insurance licenses, levels one and two.

Most recently, Marilyn undertook to earn her Certified Divorce Financial Analyst (CDFA) designation, a title that allows her to provide advice or act as an expert in financial matters for clients who go through a divorce. One of just a couple hundred such individuals in Canada, Marilyn is delighted to be able to expand her client services to include this critical bit of expertise in her portfolio.

Marilyn is also an active and proud member of the Women Presidents’ Organization (WPO). This international non-profit advisory group, for female executives, is dedicated to business distinction, and to supporting advancement across all industries. There are currently more than 1,600 WPO members around the world, the majority of whom can lay claim to owning highly successful businesses.

Throughout her career, Marilyn has dedicated herself to achieving a level of expertise which helps her clients achieve financial independence, as well she has become a source of practical wisdom on accumulating personal wealth. In that pursuit, she’s involved herself in a number of forward-looking programs, including 11 years of the Strategic Coach program for entrepreneurs; professional public speaking programs; programs focusing on the psychology and human behavior around money; and various personal development courses which enhance her abilities to guide her clients. Marilyn also has served as a private coach for professional speakers and business professionals.

Marilyn Maxan brings a unique combination of financial wisdom and expertise, personal development and professional coaching to her work. She is dedicated to helping her clients build their personal wealth, achieve financial independence, and realize the sincere sense of satisfaction that comes with attaining lifelong dreams.

Leave a Note

Please fill out the form below