Laura Wood Vista Financial Group

Marie is a Senior Financial Advisor Assistant at Raymond James, Kelowna Corporate Branch. Marie has been at Raymond James since 2021 and been in the Industry for 8 years. She works to manage and support all administrative matters for the team and their clients and strives to uphold the highest level of client service. After graduating from the University of British Columbia Okanagan with a Bachelor of Arts degree, she had various work experiences before choosing her career in financial services, and through her years in the financial services industry she has experienced many roles. She has completed the Wealth Management Essentials course and is currently working toward her Certified Financial Planner designation as she is passionate about assisting clients with creating a plan for their future.