Diligent and profoundly committed to your long-term financial wellbeing, Marilyn is a seasoned wealth manager who has been in the investment advisory industry for over 30 years.
She has helped her clients successfully navigate an unprecedented succession of market upheavals. These include the 1987 stock market crash, the tech bubble and, most recently, the financial crisis of 2008. Marilyn is steady, insightful and resourceful.
As a result, she and her team have earned a well-deserved reputation for the creation of client portfolios — and the long term wealth building strategies supporting them — that are robust, flexible and geared for growth. Even when exposed to unforeseen market events.
A former Chairperson of the RBC Dominion Securities Advisory Board — representing 1,600 advisors across the country — Marilyn is a widely quoted investment industry professional who has appeared on and been reported by Business News Network, CP24, CBC, The Globe and Mail Report on Business and Financial Post. Marilyn has achieved Executive Council status, a prestigious recognition amongst her peers, since 2005.
Dedicated to remaining in close personal contact with her clients, Marilyn and her team manage the assets of approximately 125 individuals and families.
A philanthropist, Marilyn actively supports numerous charities, including the Hospital for Sick Children and Canadian Macedonian Place.
Marilyn is married, with two daughters and two stepsons. Her hobbies include golf and travelling to her family homes in Naples, Florida, and in Tiny Beaches, Georgian Bay.
