Marion Sharpe

My distinctive advantage

My goal is to enrich the lives of people I come in contact with and to earn the trust of each and every client by providing individual service and professional financial services advice.

Over 20 years of experience has enabled me to become a proud partner in the financial success of my clients.

My commitment

I am committed to follow a simple but straight forward planned procedure to help individuals and businesses establish goals and reach objectives in either accumulation of wealth or estate preservation.

I will provide sound advice and help you achieve your goals by understanding your needs, priorities, aspirations and your budget. We will work together to implement realistic and attainable financial objectives.

Continual updates of knowledge in the area of financial services, taxation and financial products are my professional priority. This expertise is passed on to you in the course of our working together.

Your “Best Interests” are my only concern.

My partners and support

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

• Establishing a personal budget
• Reviewing your investments
• Evaluating any insurance needs
• Determining if you can reduce your taxes
• Planning your retirement
• Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.