“If you found me, you found me for a reason... LIVE YOUR DREAM.”
Is your dream early retirement, a special holiday, further education, or retiring a debt?
I can help you realize these dreams, through a systematic, hands-on program that gives you a “Total Client Experience”. The end result is an action plan that takes into consideration your priorities and your tolerance for risk.
My business is all about you and your family. Life and Critical Illness Insurance are also part of the larger planning picture. I want to help you build assets for the future, and protect them.
I am proud to be a financial advisor and have taken great satisfaction in serving my clients. LET’S GET STARTED IN MAKING YOUR DREAMS A REALITY!
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Mae-Claire earned her Bachelor of Science degree from Brandon University in 1998. Upon completion of this degree, she realized that her interests lay in the investment and financial services sector. She has completed the Canadian Securities Course and the Conduct and Practices Course, as well as the Professional Financial Planning Course through the Canadian Securities Institute. Not only does she hold Elder Planning Counselor (EPC) designation, which specializes in helping the elderly and their investments, but also runs her practice as Financial Advisor and Branch Manager. Mae-Claire is married with 2 young boys. She enjoys travelling and geo-caching expeditions with the family.
©2013 Investment Planning Counsel ~ Last updated: Jan 8, 2013 at 3:08 PM ~ Privacy ~ Legal ~ Accessibility
Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.