Marie Machado, CIM^®, CFP^®, R.F.P., CFDS

Location
Mississauga, Ontario

“My greatest achievement, and what I value most, is the relationships I’ve built with my clients over the years.”

Having joined CWB Wealth under one of its legacy firms in 1987, I’ve been part of our financial planning team for 35 years. In providing comprehensive wealth management solutions for high-net-worth individuals over the years, I’ve helped my clients transition through the ever-changing world of finance. Most notably, the transformation in personal financial planning and the proliferation of investment options now available.

As my clients’ financial affairs increase in complexity and their investments take on a growing importance, I help simplify these complicated matters by explaining to them in everyday language that they can understand. This ensures they’re comfortable with every aspect of their plan and gives them greater peace of mind.

My professional designations include Chartered Investment Manager (CIM^®), Certified Financial Planner^® (CFP^®), Registered Financial Planner (RFP), and Chartered Financial Divorce Specialist (CFDS).