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A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
Mary joined LifePlan Financial Management Inc. in 2010, an independent brokerage firm which provides professional service and unbiased advice. Prior to joining LifePlan Financial, Mary was a Financial Controller with an international company for 10 years.
In her role as Financial Advisor, Mary helps busy individuals, professionals and businesses make informed financial choices by guiding them through their financial options. Through discovery process, Mary provides her clients with an assessment of their current financial position and holistic financial plan to meet their future goals. Mary’s signature is prompt and reliable service, backed by competence and caring.
Mary is a professional accountant by trade. She holds a Bachelor of Commerce degree in Accounting and Economics, Chartered Professional Accountant (CPA, CGA), Certified Public Accountant in the State of Delaware (CPA, Delaware) and Chartered Global Management Accountant (CGMA).
Cash flow is the first area of every financial plan that needs to be carefully examined. Maintaining a positive cash flow is the key to create a solid foundation to build on when striving to meet the financial goals.
Individuals and families who appreciate the value of independent professional financial advice.