Map it out with Marjorie

Meet Marjorie

With a BA in Organizational Communication, as well as being a Certified Financial Planner® professional since 2014, Marjorie is equipped with the tools to help you achieve your financial goals. Her philosophy is simple: she will do what is best for her members at any stage or milestone in their life.
Marjorie has over 25 years of experience in financial services and hopes to help members gain an understanding and appreciate the intricacies of retirement and tax planning, estate, asset growth, and income generation.
Areas of expertise: Mutual Funds, Registered Plans, Retirement Planning
Credentials: Certified Financial Planner (CFP®)
Spoken languages: English and Filipino