Marie Phillips

As a Meridian Senior Financial Planner, I want to learn about what really matters to you so I can help you achieve your financial goals. Whether it is investing for your future, planning for retirement or saving for your children’s education, I can provide advice every step of the way. With 17 years of experience in the financial services industry, I am confident that we can build a plan to help you achieve your lifetime goals and dreams.

I graduated from Niagara College’s Business Administration program with a Diploma in Marketing. I also have completed my Personal Financial Planning Designation through the Canadian Securities Institute. I remain committed to continual learning and regularly attend industry workshops and webinars to keep my knowledge and skills up to date.

In my free time I enjoy spending time with husband and two teenage daughters. We love the outdoors and enjoy activities including camping and playing disc golf around the Niagara Region.

I look forward to building a long-lasting relationship with you and your family so I can help guide you in your financial journey.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.