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Partner & Associate Portfolio Manager
Marlene’s career in the financial services industry started over twenty years ago. Her vast experience includes successful stops in the life insurance, mutual fund and banking sectors before having the privilege of working in the private investment management department.
Marlene’s strength is working with private individuals and helping them solve some of their more complex financial issues. Her knowledge in areas such as succession planning in Quebec and Ontario, taxes, insurance as well as investment management services enables Marlene to cater to her clientele which largely comprises of widows, retirees, farmers, professionals and business owners.