Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The Marin Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

The Marin Group prioritizes personalized service, paying careful attention to each client’s unique goals and needs. Our diligent personalization builds trust and fosters meaningful relationships, helping clients feel valued and supported in their financial journeys. This client-first approach drives every decision we make, enabling us to design strategies that are tailored to achieve meaningful outcomes.
Ethics guide every decision at The Marin Group. We believe a strong moral compass is essential to delivering high-quality service. By adhering to sophisticated ethical standards and industry regulations, we make sure our clients receive the most updated and accurate advice as it relates to their portfolios and personal values. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.
At The Marin Group, staying informed and knowledgeable is a top priority. Our team avidly tracks industry trends to provide prompt guidance that reflects the latest market developments. By offering up-to-date strategy recommendations and educating clients on the “why” behind them, we make clients feel well-informed in every decision they make. This commitment to education helps clients feel confident as they navigate their financial journeys.

Timeline

1990-2006

Provided tax consulting services at Investors Group, helping clients navigate tax regulations and optimize financial strategies.

2006-2016

Transitioned to Fund Investment Advisor at FundEX Investments Inc., assisting clients with investment portfolio creation and management. She conducted annual portfolio reviews to adapt to changing market conditions and client needs.

2016-2022

Became a Financial Advisor at Monarch Wealth Corporation, evaluating clients’ financial positions, goals, and risk tolerances to recommend suitable investment strategies. She focused on mutual fund investments, creating diversified portfolios to address various financial circumstances.

2022-Present

Serves as a Wealth Planner at Optimize Asset Management, assisting clients with comprehensive financial planning. She focuses on helping clients set and achieve their financial goals through a structured planning process.

Supporting our community

The Marin Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

Advancing pediatric health is a priority for The Marin Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

Promoting cultural awareness and unity is important to The Marin Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.