“Age along with retirement appears to be best in four things - old wood best to burn, old wine to drink, old friends to trust, and old authors to read. “ - Francis Bacon

After a long and satisfying career, I have decided to retire to explore more family and personal adventures effective Jan. 1, 2017. It has been an honour to serve as your financial planner, and I appreciate your loyalty and trust and the friendship we have shared.It is tough to leave the company, colleagues and wonderful clients like you. I thank you sincerely for your incredible support that you have provided me for the past nine years. I loved working with you. It was exciting as well as challenging.

Mary E. Robertson, former CFP,EPC, CFDS was a senior Bank Manager with a leading Canadian multinational financial services organization for over 20 years and was a Director of Business Development for a large wealth management company. Mary is also past Vice-Chair/Director of Newmarket Hydro Ltd. Aside from her professional occupations, Mary has extensive volunteer experience. She is Past President of the Brighton and District Chamber of Commerce, Past President of Apple Route Tourism Inc. and current Director of the CARP Greater Bay of Quinte Chapter.She is also a proud paddler with the Brighton Dragon Boat Club. 

She gained extensive knowledge and expertise in helping people align their financial resources with their goals and values. Mary held the Certified Financial Planner, the Elder Planning Counselor and Chartered Financial Divorce Specialist designations and was a member in good standing of the Financial Planning Standards Council, the Canadian Institute of Elder Planning Studies, the Academy of Financial Divorce Specialists and Advocis.

Mary was dedicated to continuing her understanding and education of her industry at every opportunity. She ensured that she had the best information possible for her clients. Mary is a perfect example of the consummate professional; she valued her clients and community and ensured that they received the best service possible. She looked out for their best interests, by understanding them and their families’ goals.