Our team

With a robust background in financial services and a recent return to the industry after focusing on family commitments, Marguerite is excited to bring her extensive experience to our team and our clients. She combines a strong foundation in client service, portfolio administration, and risk management with a dedication to providing customized financial solutions for high-net-worth clients.
Marguerite’s career includes significant roles at other major Canadian financial institutions, and her expertise spans client service, administrative support, and portfolio maintenance. She has also completed courses in Estate Asset Management and Estate and Trust Administration, further enhancing her knowledge and skills in these critical areas.
A graduate of the University of Toronto, Marguerite holds a Bachelor of Science degree, and is in the process of relicensing her Canadian Securities Course designation. Over the past nine years, Marguerite has been actively involved in her local community, serving as an executive School Council member for both elementary and secondary schools in the Halton Catholic District School Board, including roles as Treasurer and Co-Chair.
Marguerite lives in Oakville with her husband and three children. In her spare time, she enjoys staying active and supporting her children’s sports activities, and can often be found cheering from the sidelines at ice rinks and soccer fields.