ChFC® (US and Canada)
President and Founder of Cross Border Associates LLC, Marie offers over 40 years of experience in the financial services industry working between Canada and the United States. Her most recent 6 years were spent working with KeatsConnelly, the largest cross-border wealth management firm in North America. Her experience and resources prompted her to launch a unique and personalized cross-border planning company in Delray Beach, Florida.
Through her career, she represented insurance and investment companies in Montreal, Canada; Orlando, FL and Atlanta, GA, as a Director of Financial Planning. She built a very successful financial planning practice in Montreal and sold it in 2013 before returning to Florida and settling in the Palm Beach area.
Marie speaks fluent French, English and Italian which gives her the unique ability to serve French-speaking clients from the province of Quebec. She enjoys playing golf, cooking and spending time with family and friends.
Member of Financial Planning Association (FPA)