Mary joined LifePlan Financial Management Inc. in 2010, an independent brokerage firm which provides professional service and unbiased advice. Prior to joining LifePlan Financial, Mary was a Financial Controller with an international company for a decade.
In her role as Financial Advisor, Mary helps busy individuals, professionals, and businesses make informed financial choices by guiding them through their financial options. Through the discovery process, Mary provides her clients with an assessment of their current financial position and holistic financial plan to meet their future goals. Mary’s signature is prompt and reliable service, backed by competence and caring.
Mary is a professional accountant by trade. She holds a Bachelor of Commerce degree in Accounting and Economics, Chartered Professional Accountant (CPA, CGA), Certified Public Accountant in the State of Delaware (CPA, Delaware), and Chartered Global Management Accountant (CGMA).
LifePlan Financial Management Inc.
3 McAlpine St
Toronto, ON M5R 3T5
When we asked Mary why he wanted to be a CCS™ she said:
Cash flow is the first area of every financial plan that needs to be carefully examined. Maintaining a positive cash flow is the key to creating a solid foundation to build on when striving to meet financial goals.
Mary’s ideal clients are:
Individuals and families who appreciate the value of independent professional financial advice.