As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, I have the experience and resources to meet your needs.
Marc has served in the financial services industry since September 1999. Prior to financial services, Marc spent 18 years working for a service oriented company has led him to develop the current business model that he practices today.
Primarily, Marc understands that knowledge of the industry is foremost, and knowledge can only be backed with service that is second to none.
Marc is a fully licensed insurance representative, and is licensed to sell all forms of Insurance products in Alberta.
Take the worry out of your financial plan and talk to Marc today!
Kelly joined the Paladin Financial Inc. team in Feb 2009. Before Paladin Financial Inc., she started her financial career in at the Bank of Montreal, making her way up the bank corporate ladder to lead Business CSR. Her specific duties at that point were dealing with company’s financial transactions and referrals of any investment needs they might have.
After that, Kelly made a career move and worked at one of the largest independent investment brokerages managing and building Investment Advisor relations, staff training on mutual fund transactions and paperwork. She was also the head trade processor for the national firm.
She brings over 7 years of banking and independent brokerage experience to Paladin Financial Inc. Kelly's current responsibilities include trading systems management, CRM, back office organization, and client relations.