Marci Perreault, FLMI, CHS, CFP
Certified Financial Planner at Carleton Financial Services- Claim this Profile
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Bio
Matt Daniels, AMP, BCom
Marci has helped many of my clients over the years with their personal finances and insurance needs. She is an expert in her field and I always receiving glowing feedback on the personal attention she shows to each of her clients. I will not hesitate to continue to recommend Marci to my clients in the years to come!
Anne Leroux
I very much enjoyed working with Marci, a progressive, intelligent and innovative professional. Her leadership qualities will impress.
Matt Daniels, AMP, BCom
Marci has helped many of my clients over the years with their personal finances and insurance needs. She is an expert in her field and I always receiving glowing feedback on the personal attention she shows to each of her clients. I will not hesitate to continue to recommend Marci to my clients in the years to come!
Anne Leroux
I very much enjoyed working with Marci, a progressive, intelligent and innovative professional. Her leadership qualities will impress.
Matt Daniels, AMP, BCom
Marci has helped many of my clients over the years with their personal finances and insurance needs. She is an expert in her field and I always receiving glowing feedback on the personal attention she shows to each of her clients. I will not hesitate to continue to recommend Marci to my clients in the years to come!
Anne Leroux
I very much enjoyed working with Marci, a progressive, intelligent and innovative professional. Her leadership qualities will impress.
Matt Daniels, AMP, BCom
Marci has helped many of my clients over the years with their personal finances and insurance needs. She is an expert in her field and I always receiving glowing feedback on the personal attention she shows to each of her clients. I will not hesitate to continue to recommend Marci to my clients in the years to come!
Anne Leroux
I very much enjoyed working with Marci, a progressive, intelligent and innovative professional. Her leadership qualities will impress.
Credentials
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CFP
-Mar, 2018- Sep, 2024
Experience
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Carleton Financial Services
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Financial Services
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1 - 100 Employee
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Certified Financial Planner
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Jan 1998 - Present
Fellow of the Life Management Institute (FLMI)Certified Health Insurance Specialist (CHS)Certified Divorce Financial Analayst (CFDA)Certified Financial Planner (CFP)
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Financial Planner
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1987 - 2012
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Great West Life
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Canada
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Insurance
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700 & Above Employee
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Certified Financial Planner
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1986 - 2012
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London Life
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Insurance
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700 & Above Employee
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Office Manager
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Jan 1985 - Jan 1995
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Education
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1983 - 1987
Carleton University
Commerce -
Sir James Dunn
Community
