Glenn Marr
CLU, CFP 
Executive Financial Consultant
Investors Group Financial Services Inc.
Marr & Associates
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Wealth management is much more than simply a transaction. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan. As your needs become increasingly complex we work closely with you and your team of trusted professionals to deliver a solution that is tailored to you - your needs, your goals, your vision.
Our solutions are best suited for affluent individuals and families who value a disciplined, proven approach to wealth management. Our process is collaborative – we recognize that your dreams and goals are as important as the assets that will help you realize them.
Glenn Marr's Team
Sophie Touchette
Administrative Assistant
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Sophie is a financial planning assistant with over 7 years of financial services experience. She creates financial plans, prepares sensitivity analyses and life insurance analyses using financial planning software in order to implement strategies to help achieve your goals. Please contact Sophie for any inquiries related to your Living Plan.
Roberta Winn
Executive Assistant
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Roberta has 25 years of experience in the financial industry and her goal is to provide exceptional service to clients. Roberta is responsible for administrative duties associated with ensuring accurate execution and client service. Roberta looks forward to assisting clients with their needs.
Please contact Roberta with your administrative requests.
Please contact Roberta with your administrative requests.
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What will happen with the cottage?
Keeping the cottage in the family takes careful planning, especially if its value has grown exponentially over the decades. We can help.