Marie Prefontaine

CFP & Partner

I am a Certified Financial Planner with over 30 years’ experience in the financial services industry. I work closely with clients who care about their financial future, and assist them in developing and implementing their own unique financial plans.  

My focus is to provide financial planning services, strategies and products for my clients so they can achieve their goals. I view every client as unique and I approach the financial planning process according to my clients own needs and comfort level.

I have a strong commitment to continuing my education which I believe adds value to my clients. I share this knowledge with my clients so they can make informed decisions, specifically tailored to their situation.

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