Marilyn has brought clarity and confidence to hundreds of clients since 1997, and has won numerous awards in recognition of her exemplary service. Her practice was the first to achieve the distinction of IG Private Wealth Management in the BC Interior Region. 

As a widow, Marilyn deeply understands the importance of planning for all situations and works with families to build a plan that includes security around the unexpected, their financial goals, their estate and their desire to leave money to the next generation. Her diligence and attention to detail is unmatched.

Marilyn lives by the motto that 10% of life is what happens to you, 90% is what you do with it. She knows this all too well when she became a single mom and business owner at the same time.

Marilyn has three lovely daughters and is involved in several charities. She enjoys hiking, biking, kayaking and spending time with the ones she loves.

After an extremely successful career, Marilyn chose to retire in February 2023. She will continue to pursue her interests outside of Financial Planning, her legacy continues to live on, through our team and the important work that we do.

At the end of the day, people feel an immense amount of relief knowing someone has truly listened to what is most important to them.