Financial Advisor

Mae-Claire LockeB.Sc., EPC

Mae-Claire Locke is a dually licensed professional as a Financial Advisor and Insurance Agent who provides individualized service to her clients.  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.  In 1999 Mae-Claire joined a Big Bank as the assistant to an experienced financial advisor.  She was determined to learn the ins and outs of the business before starting up her own independent advisory practice. 

Mae-Claire completed the Canadian Securities Course and the Conduct and Practices Course, as well as the Professional Financial Planning Course through the Canadian Securities Institute. She also holds her Elder Planning Counselor designation specializing in helping the elderly with their investments.

 

As an independent advisor Mae-Claire provides the diversity of investment choices valued by her clientele. This independence allows a greater opportunity to provide appropriate solutions tailored to each client's goals and objectives. This approach builds a loyalty that has led many clients to recommend Mae-Claire to family, friends and associates.

 

Mae-Claire loves living grew up in the Prairies and now lives in Parksville with her husband Lindsay, and her two boys Ramsay and Hamish.  As Island life is now in her blood, she plans on Parksville being her “forever” home.  In her personal time she and her family travel to get away from the daily grind.