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Mary Elizabeth Robertson

Certificates: CFP

Services Offered: Financial Advisor/Estate Planner, Home Staging, Insurance Agent, Interior Design, Money Manager, Organizing/Downsizing, Other Services

Mary Robertson, CFP,EPC, FDS was a senior Bank Manager with a leading Canadian multinational financial services organization for over 20 years and was Director of Business Development for a large wealth management company. Mary is also past Vice-Chair of Newmarket Hydro Ltd. Aside from her professional occupations, Mary has extensive volunteer experience. She is the Vice Chair for the Brighton, Belleville, Quinte West CARP chapter. She served for 2 years as President of the Brighton and District Chamber of Commerce and is currently serving on the Executive as their Past-President. She is also Past President of the Apple Route. She is a proud paddler with the Brighton Dragon Boat Club.

She has gained extensive knowledge and expertise in helping people align their financial resources with their goals and values. Mary holds the Certified Financial Planner, the Elder Planning Counselor and Financial Divorce Specialist designations and is a member in good standing of the Financial Planning Standards Council, the Canadian Initiative for Elder Planning Studies, the Academy of Financial Divorce Specialists and Advocis.

Mary’s extensive background in the Financial service industry along with her incredible customer focused approach has made Mary one of the top Financial advisors within her region. Mary is dedicated to continuing her understanding and education of the industry at every opportunity. This is to ensure she has the best information possible for her clients. Mary is a perfect example of the consumate professional, she values her clients and community and ensures that they receive the best service possible. She looks out for your best interests, by understanding yours and your families’ goals.

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