One of my deepest passions is helping people no matter what their need. In University I became a Teaching Assistant to help other students succeed in Accounting. Following University, I became a Volunteer Firefighter to help save lives and property. Being a financial advisor helps me assist professionals, families and individuals achieve financial success and I could not be happier with the life changing strategies my BOA Rebecca and I have implemented.
Early on in my career I had an interaction with a client which solidified why I love what I do. Prior to being a client of mine, they had previously had no retirement planning done. Like a lot of people, they contributed to their plans but had no road map or vision of the future. After gathering some information and inputting it into our top-notch software, we came up with an achievable plan and strategy which would allow them to retire comfortably and at a reasonable age. My client proceeded to cry and say that after being a single mom for most of her adult life she never thought retirement would be achievable. This is why I do what I do!
My office focuses primarily on wealth preservation and wealth transfer strategies as well as retirements strategies (including commuting pensions) however, we also assist in education savings strategies and life insurance products. Whatever your financial needs we can either assist or find you the right person for your specific needs.
Aside from work, I am very fortunate to have my 5 year old son Lucas in my life. He is my best friend and joins me on my life journey. I am also very active and passionate about personal fitness. My very supportive family is by my side and I am blessed to have them.
At Edward Jones we help people with the following:
Retirement Planning
Estate and Legacy Planning
Registered Retirement Savings Plans (RRSP)
Registered Retirement Income Fund (RRIF)
Tax-Free Savings Accounts (TFSA)
Locked In Retirement Accounts (LIRA)
Life Income Funds (LIF)
Registered Education Savings Plans (RESP)
Registered Disability Savings Plans (RDSP)
Life Insurance
Disability Insurance
Critical Illness Insurance
Whole Life Insurance
Universal Life Insurance
Focus areas
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Special Needs Financial Considerations
My Personal Interests
- Personal Fitness
- Spending Time with Family
- Sports Enthusiast
- Volunteering
- Community Outreach
Office Information
Phone Number
Marc E Lelievre at (705) 566-9123- Rebecca Duhaime
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Monday | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | By Appointment Only |
Sun | By Appointment Only |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Rebecca Duhaime
- Branch Office Administrator
Branch Team
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