Marivic Marquez
About Marivic Marquez
Marivic Marquez is an Associate Consultant at IG Wealth Management, specializing in financial planning, estate planning, and debt management. With over a decade of experience in the financial sector, she is dedicated to helping clients improve their financial futures.
Work at IG Wealth Management
Marivic Marquez has been an Associate Consultant at IG Wealth Management since 2018. In this role, she collaborates with business owners on various financial products, including Group RSPs, Group TFSAs, and Group Benefit Plans. Her focus is on succession planning and providing tailored solutions to enhance clients' financial futures. Prior to her current position, she served as a Consultant at IG Wealth Management from 2014 to 2018, where she developed her expertise in financial planning and client management.
Previous Experience at Enbridge
Marivic Marquez worked at Enbridge as a Corporate Administrator from 2000 to 2010. During her ten years in this role, she gained valuable experience in corporate operations and administration. This background has contributed to her skills in managing client relationships and understanding business needs in her current consulting role.
Education and Expertise
Marivic Marquez completed her secondary education at Archbishop MacDonald High School, where she earned an Advanced High School Diploma from 1993 to 1996. She furthered her education at Grant Macewan College, obtaining an Accelerated Management Diploma in Management from 1998 to 1999. Her educational background supports her expertise in financial planning, Wills and Estate Planning, and retirement strategies.
Financial Planning Services
Marivic Marquez specializes in creating comprehensive financial plans that assist clients in saving for their children's future and their own retirement. She emphasizes the importance of maintaining a balanced lifestyle while achieving financial goals. Additionally, she provides unique solutions aimed at helping clients pay down debt more quickly and increase cash flow, addressing the challenges of living paycheck to paycheck.
Wills and Estate Planning Expertise
Marivic Marquez is recognized for her expertise in Wills and Estate Planning. She ensures that her clients' wealth is distributed according to their wishes, minimizing the impact of taxes on their estates. Her knowledge in this area allows her to provide clients with peace of mind regarding their financial legacies.