Marielee works closely with clients on all the small and large financial decisions necessary to reach their goals. Understanding clients deeply held values helps balance recommendations – sometimes the “smartest” financial choice isn’t the right decision for your situation.
With over 20 years of experience as a CPA, CMA and 10 years’ experience as a wealth advisor, Marielee works closely with clients to develop both short-term cashflow plans and long-term financial plans to help clients reach their goals, while minimizing personal and corporate income tax.
Marielee has enjoyed serving as Treasurer for a number of non-profit organizations over her career. She and her husband love to travel and always look forward to exploring new places and meeting new people.
Marielee was born and raised in Regina. Her husband, Patrick, works in long-term care at Wascana Rehabilitation Centre. They have three sons, Samuel, Seth, and Levi. Their family also includes two dogs adopted from the Regina Humane Society, Riley and Finn.