Marci Perreault
Certified Financial Planner @Carleton Financial Services Inc
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WORK HISTORY
Certified Financial Planner @Carleton Financial Services Inc
Fellow of the Life Management Institute (FLMI)Certified Health Insurance Specialist (CHS)Certified Divorce Financial Analayst (CFDA)Certified Financial Planner (CFP)
EDUCATION
Carleton University
Commerce
ABOUT MARCI PERREAULT
I have worked over 25 years to help clients make the best decisions they possibly can when it comes to protecting themselves. I bring clarity that makes it safe to make some very important choices about your wealth, your life and even your legacy.People don’t wait days or weeks to hear from me. Constantly upgrading my skills and knowledge to stay on top of changes to investment and insurance tax laws, government rulings, and new financial products, I will review your financial picture to take full advantage of changes while complying with changes within the financial services industry.My experience in the financial services field has only deepened my belief that each individual needs a unique plan, one that is tailored to their personal situation. Everybody is different. Each client wants different things for retirement. There is no cookie cutter plan that fits every person.Specialties: Wealth Management Services, Living benefits, Income Replacement Strategies, Estate Planning, Risk Management, Group Benefits.
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