Marni Harvey

B.Comm, CFP®, CLU®

Conseillère en placement principal

Cette biographie est actuellement disponible en anglais seulement.

Marni began working in the financial services industry in 2002; after graduating from the University of Saskatchewan with a B.Comm (Hons) degree, majoring in Finance, and then obtaining her Certified Financial Planning (CFP®) designation. She is passionate about research and education, and works to incorporate both into each client experience through a thorough understanding of what our client’s goals and objectives are, as evidenced by recently obtaining her Chartered Life Underwriter (CLU®) designation. In her spare time, she enjoys spending time with her friends and family; the loves of her life: her husband and their two children: Haley and Grayson.

Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.