Mary Manning, Associate Advisor, joined the investment industry in 1987 and has served retail clients since 1991.
She has a Bachelor of Commerce degree from the University of Alberta and, through continuous education, holds both the Professional Financial Planner (PFP) and certified Investment Manager (CIM) designations. Mary focuses on asset allocation and provides advice on Canadian equities, domestic and international mutual funds, exchange-traded funds (ETFs) as well as such as GICs and bonds.
Mary also addresses long-term solutions to wealth management and financial planning issues. In doing this, she is supported by an Insurance Consultant, and Estate & Will Consultant and a certified Financial Planning Consultant. Mary is also licensed to offer insurance solutions for wealth, tax and estate planning.