Maryse Ouellette, C.Adm., F.PL., BSC

Location
Montreal, Québec

 “My goal in dealing with clients is to establish a bond of trust so that when they encounter a situation, they feel compelled to contact me.”

In offering a full range of financial, tax and estate planning services, my meticulous and diligent approach is sensitive to the needs of my clients. I help business leaders and professionals with busy schedules define and achieve their financial goals. Through impartial advice that’s tailored to their situation, I design strategies that help them become financially independent. 

I also draw from my in-depth knowledge of personal financial and tax planning to help meet the needs of client families who are looking to plan the transfer of their wealth. 

I joined T.E. Wealth in 1989 (now CWB Wealth), where I have honed and evolved my skills over the past three decades. A financial planner (F.PL.) and Chartered Administrator (C.Adm.), I also hold a bachelor's degree in economics and finance from the Université de Montréal.