Ontario – Quinte Shores – Brighton
Corporation
www.maryrobertson.net
Ontario
Quinte Shores
Brighton
Corporation
active
Planning is understanding where you are right now, learning where you want to be and your wants in life. I will work with you through the process to help you close any gaps in achieving your goals. The purpose of life planning is to clarify your vision of life and discover how to achieve that vision. Your insights will help you make informed decisions and feel in control. You create a satisfying vision of life in four areas: home, lifestyle, family and career.
Country of Ownership: Canada
Exporting: No
Primary Industry (NAICS): 524299 - All Other Insurance Related Activities
Alternate Industries (NAICS): 523930 - Investment Advice
524112 - Direct Group Life, Health and Medical Insurance Carriers
524210 - Insurance Agencies and Brokerages
541611 - Administrative Management and General Management Consulting Services
Primary Business Activity: Services
Services:
Certified financial planner, Elder planning counselor, Financial divorce specialist
Sector:
Testimonial: €œMary is renowned for her immeasurable zest for life, her great strength of character, courage and determination.
She is celebrated for her indisputable leadership abilities, her relationship building skills and Financial Services Expertise.
Mary has played an integral role in my life as a friend, colleague and mentor and it is my honour to know her.€? September 7, 2010
Belita Lowers, Manager Customer Service, TD Canada Trust
reported to Mary at TD Canada Trust
€œMary's extensive background in the Financial service industry along with her incredible customer focused approach has made Mary one of the top Financial service representatives in our region. Mary is dedicated to continuing her understanding and education of our 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 recieve the best service possible. If you are looking for a Financial planner that will look out for your best interests, by understanding you and your families goals, you need to speak with Mary..€? March 9, 2009
Chad Buell, Director Business Development/Recruiting, Freedom 55 Financial
worked with Mary at Freedom 55 Financial
€œMary's firm commitment to understanding the vision and values that her clients hold enables her to have a huge impact on their ability to move progressively closer to achieving their financial and life goals. Her breadth of experience in the financial services industry, as well the competence that comes with her CFP designation, provides Mary with the insight and wisdom that her clients value.€? February 26, 2009
€œI met Mary approximately one year ago and it didn't take long for me to recognize and share with my husband Steve her expertise in Her field. Mary's calm, quiet demure and true desire to help us and/or better our situation nearing retirement meant a lot to both of us. We are confident retirement will be better thanks to Mary's dedication and hard work. Kudos to You Mary!"
S - S Grenning July 2009
€œMary is truly an exceptional leader and exemplary community member. Her ability to connect with people and companies in her community make her an ideal leader for the Brighton Chamber of Commerce. Her success with the first annual Brighton Country Living Show this year displayed her strong organizational skills, and the expansion of the show next year is fabulous support for the local businesses base. She is a great addition to our dynamic group of business women in the Power of Women Exchange Bay of Quinte Chapter.€? November 26, 2008
Rose-Anne Kumpunen, Chapter Director, Power of Women Exchange
€œMary brings a wealth of experience to her role as a financial planner. Mary was highly respected in her role as branch manager with Canada Trust and TD Canada trust. Her knowledge and success in finance and investing is every reason to partner with Mary Robertson as your financial planner.€? November 26, 2008
Mike Derewlany, Account Manager, Canada Bread Company Limited
€œMary Robertson is a woman that optimizes class and professionalism. Her work with the Brighton and District Chamber of Commerce, as President, has shown her passion and enthusiasm for making a genuine difference in the community she lives. The most impressive part of Mary's work in regards to the Chamber is that she is not even from Brighton! Having been raised in Brighton, it is especially gratifying to see someone who care so much about the town. Furthermore, this is an indication of her commitment to doing the best job possible, regardless of what she is doing. In terms of her financial advisor role, Mary has personally provided me with information that will undoubtedly benefit my business. Her guidance and advice have been very helpful in planning for the future growth of my business and I look forward to expanding our working relationship. The bottom line is that Mary is an incredible woman who has earned my respect and gratitude in a very short period of time. It has been an honour getting to know and to work with Mary Robertson.€? November 30, 2008
Theo Georgatos, Owner, Vito's Pizzeria
I have known Mary for the past nine years, as a friend, neighbour and recipient of her professional financial advice as well as in the area of power industry governance as fellow Director. I have always found Mary to be a consummate professional in all areas of activity including her financial management background as well as in her community where she volunterred her energy, expertise and personal abilities for the betterment of others including the environmental protection field as well as advocacy and fundraising for the less fortunate.
Paul Nelson, C.E.T. November 2006
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