Financial Advisor - Manulife Securities Incorporated
Insurance Agent - Manulife Securities Insurance Inc.
Since joining the financial services industry in 1998, Marc’s commitment to his clients has driven him to develop an expertise in managing the wealth management issues for successful family businesses, professionals, executives and trusts. With his background as a Professional Engineer, Marc has attained his Canadian Investment Manager (CIM) Designation, as well as the coveted Certified Hedge Fund Specialist (CHFS) Designation.
He is a past Chairman for Big Brothers of Burlington & Hamilton Wentworth, and was the founding Co-Chair of the Halton Poverty Roundtable in 2010. The Roundtable continues to successfully engage community members, leaders from the business and non-profit sectors, from government, education, faith communities and those living in poverty to collaboratively leverage the Region’s resources to begin to eliminate poverty in Halton through collective impact.
BobbieJoe brings to our team a wealth of knowledge in compliance and risk management from 10 years’ experience as an Auditor. BobbieJoe has a background in finance and accounting and worked for 15 years in the gaming industry before moving to the financial services industry in 2017. BobbieJoe is an Associate Financial Advisor with a strong focus on our teams administration and Life Insurance, her industry knowledge and broad range of skill sets allow her to make significant contributions to our team.
BobbieJoe enjoys researching, public speaking and is a former Brant Toastmasters member.