Marc Ouellet CFP EPC MFA
Head of Operations
Marc is committed to helping clients keep more of their money and enjoy life without worrying about finances. His expertise is in creating tax-efficient retirement income plans for his retired clients and providing tax effective strategies to help Business Owners improve their overall situation. The integrity he holds with his clients also drives his volunteer work coaching minor hockey in his community. Marc’s deep knowledge of the finance industry and his extensive credentials provide clients with genuine peace of mind.