Mary Marsillo, MBA
Head, Financial Planning & Tax Solutions
As Head of Financial Planning and Tax Solutions, Mary leads a national team of dedicated planning professionals and client support teams. In this role, she oversees the strategic design and implementation of financial planning and tax solutions across CWB Wealth, creating exceptional experiences and practice standards across our client service delivery models.
Stationed in our Quebec region office, Mary also supports our bilingual offering for our Montreal and Quebec City clients and business partners.
Mary’s deep understanding of client needs is informed by more than 25 years of experience. Her commitment to their client-first legacy of care makes her insights indispensable to our evolution and growth.
Mary has a double BA in Psychology and Linguistics from Concordia University, and obtained her MBA from the John Molson School of Business.