As a Senior Investment Counsellor with RBC Wealth Management – PH&N Investment Counsel, Marion has a unique blend of business experience, tax knowledge and investment credentials. She provides discretionary investment management to affluent and high-net-worth clients, including families, owner-managed businesses and individuals going through significant life events.
In the 1980s, Marion co-founded a boutique venture capital company that specialized in taking companies public. After selling her interest in 1991, she formed a successful accounting practice whose clientele included high-net-worth individuals, businesses, public companies and mortgage investment corporations.
Since 1991, Marion has been associated with Phillips, Hager & North, and in 2003, she joined the private client team permanently. She subsequently completed advanced investment educational coursework, achieving the Canadian Investment Manager (CIM) designation and completing the Chartered Financial Analyst (CFA) Level 1 requirements to complement her Chartered Professional Accountant (CPA), Certified General Accountant (CGA) designation.
Marion lives in Vancouver and is married with twin daughters.
