Mary Poeta is a Wealth Advisor with Canada's leading Wealth Management provider, RBC Dominion Securities Inc. Mary started her career with RBC Dominion Securities in 1992, and joined the Barrie branch in January 1997.
Having completed the Wealth Management Course in 2002, Mary holds the professional designations of Financial Management Advisor (FMA), ) and Fellow of the Canadian Securities Institute (F.C.S.I.). In 2008, Mary obtained her Certified International Wealth Manager designation, CIWM, the industry’s highest mark of distinction.
In order to provide clients with estate planning expertise, Mary has obtained her Level II Insurance License. Mary is committed to her ongoing personal education to ensure she can provide her clients with advice that is both current & professional.
Her interests include travel and physical fitness. Mary's greatest passion is her involvement in Charitable work within the community. She is proud to be a member of the Barrie Kempenfelt Rotary Club, which she joined in 2008.
"My clients benefit from my knowledge and expertise combined with the resources offered by this firm. I work with a select group of individuals who are best suited to the advice and services that I provide. I believe it is prudent that we share similar investment philosophies. "
