Marie Phillips Pfp

Marie Phillips PFP, RIS is an experienced financial professional currently serving as a Senior Financial Planner at both Meridian Credit Union and Aviso since May 2021, where mutual funds and related financial planning services are provided through Credential Asset Management Inc. Prior to this, Marie held roles as a Financial Advisor at TD from November 2020 to May 2021 and as a Financial Services Advisor at Meridian Credit Union from February 2019 to October 2020. Experience also includes a lengthy tenure at RBC as a Financial Advisor from November 2007 to January 2019 and prior experience as an Account Manager at Ryder System, Inc. from May 1996 to October 2005. Marie's educational background includes studies at Niagara College from 1993 to 1996 and completion of the Personal Financial Planning designation through the Canadian Securities Institute.