Marilyn Withage

Financial Advisor
Marilyn.Withage@raymondjames.ca

I grew up on a farm in Southern Alberta and saw firsthand how patience, consistency, and hard work contribute to good results. When I joined the financial sector over 20 years ago, I realized that the same concepts apply here. I listen to clients explain their needs and goals, and develop a plan based on this information. I then show clients that with patience, consistent action, and some diligent work, they can achieve their financial goals.

It is truly quite simple, but not always easy. I am here to provide support and new ideas. I also suggest alternatives when life changes, and plans must be adjusted.

I really enjoy my work, but take time to relax and recharge by walking and biking in Fish Creek Park. I challenge myself with piano lessons at the Grade 10 level, Royal Conservatory of Music. The farm is still a special place and I visit often to watch my nieces thrive in an environment which offers them many of the same lessons I learned in my youth.

WHY WORK WITH A CFP^®

Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP^® certification marks.

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP^® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP^® certification marks.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP^® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP^® certification marks.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Marilyn Withage, CFP®

Marilyn Withage, CFP^®