Marianne Poon

aSSOCIATE Advisor, CFA, MBA

Personal financial planning often gets overlooked because of its overwhelming and uncertain nature. Marianne is dedicated to helping people make smart choices with their wealth that will enable them to do more of what they aspire to do with peace of mind. She strives to create financial plans that are tailored to people’s unique situations. As a fiduciary advisor, clients can count on her to go the extra mile to prioritize their best interest.


Education

University of California, Berkeley
Masters of Business Administration

University of Toronto
Bachelor of Commerce
Specialty in Finance and Economics

Chartered Financial Analyst

 

Personal LIFE

Marianne is also passionate about fostering quality music education. In her free time, she teaches piano to children and adults of all ages. She has a performance diploma in piano from the Royal Conservatory of Music.

 

Work experience

She has held various positions in North America and Asia as a Financial Analyst for Manulife Financial (known as John Hancock in the United States), where she helped manage large institutional pension funds.  

 

Contact

marianne.poon@gmail.com

Schedule an appointment with Marianne: