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. Marc has attained his Canadian Investment Manager (CIM) Designation, as well as the coveted Certified Hedge Fund Specialist (CHFS) Designation. He is a Professional Engineer, and a qualified Branch Manager.
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.
New to our team in 2017, BobbieJoe brings a wealth of knowledge in compliance, risk management and analytics from 10 years’ experience as an Auditor. BobbieJoe has a background in finance and accounting with a designation in Payroll Management (CPM). BobbieJoe is a member of Brant Toastmasters and the Canadian Payroll Association.
With over 25 years of experience in the financial services industry, Willy brings not only a wealth of knowledge, but also an unsurpassed level of dedication to her clients. With a fundamental understanding of your personal tax situation. From an assistant position Willy is able to work closely with clients to provide detailed, long-term financial strategies that meet clients’ needs and objectives. Willy is actively involved in her community and is past Chairman of the Board at the Foundation of Resources for Teens (F.O.R.T.).