Turning your goals into reality - that's what our work together can do because I build personalized financial strategies designed specifically for your family and your goals.
I know about realizing goals because I did it. With more than 25 years in the financial industry, I have well-rounded experiences (investments, trust, brokerage, personal banking, mortgages, management, small business, commercial banking, financing, and financial analysis). One day, I asked myself, "If I retired tomorrow, what would I regret not doing?" I explored my answers, did the research and built a plan. Today, I've realized my goal - helping clients reach their goals and dreams.
Just as my process began with a question, so will yours. "What are your priorities?", "When do you want to retire?" and "What do you want to do in retirement?" It helps me determine how much money you'll need and any trade-offs to consider. With an understanding of the things that matter most to you, I'll create a financial strategy for both your short- and long-term goals. We'll meet on a planned schedule a few times a year to stay on track and communicate regularly by phone on markets, trends and your investments.
I promise honesty and transparency in my advice, investment choices and fees. I'll answer your questions openly. And when the media touts a great new stock, we can discuss whether it makes sense for you based on your risk tolerance and goals.
I've lived in Montreal, the West-Island and Vaudreuil-Soulanges, am fully bilingual (English/French), and am registered in Quebec, Ontario and B.C. to serve my clients. I adore time with my children and all in which it entails, and giving the best service to my clients.
In 2020 I've earned my Executive MBA (specialization human resources), and really enjoyed courses in finance, governance, organizational planning and leadership.
It would be my pleasure to work with you to achieve your goals and dreams. Please take a moment to give me a call.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Intergenerational Planning
- Business Owner Considerations
My Personal Interests
- Spending Time with Family
Phone NumberMaryanna Battista at (450) 319-6123
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More