After spending more than a decade in the corporate world in Senior Management positions, Mary decided she needed a new challenge. She joined the financial services industry in 2010 as an Independent Financial Advisor.

In her role, Mary works with individuals, professionals, and businesses alike. Through their partnership with Mary, her clients can make informed financial decisions that will grow and protect their wealth in an efficient way.

Mary’s beloved father, a well-respected banker, entrepreneur, and an educator throughout his successful career was always a strong influence and an inspiration in Mary’s life. His principles of perpetual learning and personal excellence continue to guide Mary through all her endeavours.

In her continuous quest for knowledge, Mary discovered the Infinite Banking Concept, an efficient strategy for taking control of one’s finances and creating wealth in a safe and secure way. Inspired by her father’s life work, Mary is committed to sharing the principles of “Becoming Your Own Banker” along with other proven strategies with her clients in their pursuit of financial independence.

Mary’s signature is prompt, caring, professional service, backed by competency, transparency, and accountability. Above all, Mary provides clarity to her clients in the increasingly complex world of finance.

Mary is a professional accountant by trade. She holds a Bachelor of Commerce degree in Accounting and Economics, Chartered Professional Accountant (CPA, CGA), Certified Public Accountant in the State of Delaware (CPA, Del.), Chartered Global Management Accountant (CGMA), and Chartered Life Underwriter (CLU).

Mary is proud to be the very first CPA in Canada Authorized as Infinite Banking Practitioner by the Nelson Nash Institute.

To maintain mental and physical fitness, Mary enjoys reading and is a martial arts enthusiast. She is a Sensei holding a 3rd Degree Black Belt in Karate.