Marianna has been a trusted advisor in the financial services industry since 2008 with a significant background in the business and agriculture community. She is successful in building strong relationships with her clients and making lasting impacts in their lives and the lives of their families. Marianna achieves their financial wellbeing by advising and implementing customized plans with tailored solutions.

Background

• Canadian Securities Course (CSC) – 2021
• Investment Funds in Canada - 2009
• University of Prince Edward Island (BBA) – 2006

Member of Board of Trustees for UPEI Pension Plan

Past Member of the Board of Directors for Happy Day Christian Pre-Kindergarten

Past Member of the Board of Directors for Star for Life Foundation

Becky brings with her 12 years of CIBC financial banking experience, and 7 years of being a successful business owner.  She takes pride in providing exemplary customer service to clients and uses her strong organizational skills and financial background to her advantage.  As the first point of contact for the team she leads the administrative duties and most inquiries from clients and excels at ensuring all details are put into action.

Past Board Member CIBC Run for the Cure

Past Board Member Children's Wish Foundation of PEI

Thomas is a proponent of wealth management and believes that the key to successful financial planning is listening to clients’ needs and life objectives with a focus on how the use of life insurance can assist them in achieving their goals. He previously worked at one of the most successful independent financial planning firms where he primarily provided estate planning and retirement solutions. In addition to his sales and client relationship experience, Thomas also worked with one of the largest insurance companies on the product service and development side allowing him to build in-depth knowledge of current and past insurance products. 

As Director, Trust & Estates, I realize the importance of knowing your personal and financial affairs are in order. My goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust, or acting as an attorney for property is time consuming and requires a knowledge of many specialized areas. My team and I have the expertise to execute or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.

Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.