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

Location
Montreal, Quebec

Maryse provides a comprehensive suite of financial, tax and estate planning services to her high-net-worth clients.

With attention to detail, Maryse guides her clients toward financial independence through objective, customized counsel. Sensitive to the needs of time-pressed executives and professionals, she helps them develop and achieve their financial goals through various stages of life. This includes helping families plan for inter-generational wealth transfers.

Maryse joined the firm in 1989, and has continued to hone her professional skills here since. She holds the Financial Planner (F.Pl) and Chartered Administrator (C.Adm.) designations, as well as a BSc in Economics and Finance from Université de Montréal.