Marie Wood,

Elevating Your Client Experience

With nine years of experience in the financial industry, Marie is dedicated to making your client journey seamless and efficient. As a seasoned professional, she understands the importance of personalized service and goes above and beyond to ensure that you spend less time on paperwork and more time enjoying life.

Marie’s expertise shines when it comes to account administration. She is a knowledgeable resource who streamlines processes, allowing you to focus on what truly matters. Whether it’s managing your investments, handling transactions, or addressing any financial concerns, Marie is committed to providing exceptional support.

One of Marie’s key responsibilities is leading the team in creating Retirement Projections for clients. This powerful tool ensures that your retirement goals are on track and that your financial future remains secure. With Marie’s guidance, you can confidently plan for the years ahead.

Outside of her professional role, Marie resides in downtown Kelowna with her spoiled cat. She embraces the beauty of the Okanagan through hiking and exploring local wineries. Marie’s active lifestyle extends to playing volleyball and engaging in trivia nights with friends. Her commitment to community shines as she actively participates in various charity events, both sponsored by Raymond James and within the local area.

Marie’s dedication, expertise, and passion make her an invaluable asset to our team and a trusted partner in your financial journey.