Mary Marsillo, MBA
Head, Financial Planning & Tax Solutions
Email
[email protected]
Office Phone
514.906.5895
Mobile Phone
438.233.4332
LinkedIn Profile
Mary Marsillo
Location
Montreal, Quebec
“The best solutions are found when minds and hearts are open, and people realize they have more to gain than lose by embracing difference.”
Financial planning is many things. But for me, it’s mostly about working with people who genuinely care about helping others. I share our common passion to support clients in their goals and needs by providing the best knowledge and tools that we can, to help them reduce stress and envision greater possibilities.
As Head of Financial Planning and Tax Solutions, I lead our national client support teams and collaborate with advisors to create solutions that put our clients’ best interests first. In overseeing the strategic design and implementation of financial planning and tax solutions across CWB Wealth, I strive to ensure exceptional experiences and practice standards within our client service delivery models. Stationed in our Quebec region office, I also support our bilingual offering for our Montreal and Quebec City clients and business partners.
Having played key roles in helping build our T.E. Wealth legacy brand, I’ve always been deeply committed to elevating both the client and employee experience. My more than 30 years of legacy knowledge is informed by multi-level roles and strategic project contributions.
My first role with T.E. Wealth was in 1992, working in accounting and administration. I left briefly in 2004 for an opportunity in Human Resources at an international, Canadian-based firm, returning in 2007 as an Associate Consultant. I then held various progressive roles in T.E. Wealth’s Montreal office, including Office Manager, General Manager, and VP & General Manager, where I oversaw the strategic direction of the firm’s Quebec-based business until 2021. Having touched on aspects of the firm from client files to back office, I understand what clients are looking for and what we can optimally deliver.
I have BAs in Psychology, Italian, and Linguistics from Concordia University, and obtained my MBA from the John Molson School of Business.