► Maureen Glenn, Manager,
Tax and Estate Planning
Maureen uses her financial planning experience and leadership skills to ensure the smooth delivery of Tax & Estate Planning services. She uses her technical expertise to develop comprehensive wealth plans, working with Investment Advisory Teams from engagement with the client to the final presentation, and also supports our Investment Advisors with just-in-time inquiries and the development of educational materials.
Maureen joined our firm in March 2006 on the Equity Capital Markets team. In that role, she was responsible for all Equity and Structured Product New Issues and proprietary Private Equity offerings in the firm.
Maureen’s previous career was focused in the Insurance Industry where she had worked since 1986. She delivered licensing and product training and also coached advisors on financial planning software and later took on the role of Financial Services Advisor.
Maureen is a CERTIFIED FINANCIAL PLANNER® practitioner and has completed the Canadian Securities Course (CSC), Life License Qualification Program (LLQP) and Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other designations from the Life Office Management Association (LOMA).