It's About Peace of Mind
What We Offer
- Registered Education Savings Plans
- Retirement Savings Plans and TFSA's
- Life, Disability, Critical Illness Insurance
- Group Insurance & Benefit Plans
- Cash Flow and Debt Consultation
- Segregated Funds
- Simple, Holistic Advice To Bring It All Together
Planning Your Future
With over 10 years industry experience, I create personalized plans to meet both your short and long-term financial goals.
Have questions about investments, cash flow, retirement and/or insurance protection?
I am licensed and educated to work with you, as an individual, family or company, to build a customized portfolio that is tailored to your needs, and your budget.
No matter what your goal, I'm here to help.
Why Marissa?
Having a dedicated person you can count on to make sure your money is working for you, and that your family is protected, is exactly what I do.
Never have to worry about employee turnover again. I am only a text or email away and will answer your questions at any time.
As an independent advisor, I have access to numerous reputable insurance and investment companies, allowing us to chose the product that is the absolute best for you. I build the box for you, not you for the box.
In today's world, it's all about convenience!
Call, text, email or social media- however you are comfortable, I am there for you!
I also have the ability to do planning and applications from the comfort of your home. Whether it be face to face or screen to screen.
I am licensed in both Alberta and Saskatchewan, so distance is not an issue!
I work with people from all difference walks of life and am highly committed to my clients absolute well being.