Maria has 19 years of experience in the financial industry; with the last 12 being with Thrive Wealth Strategies/Aviso Wealth.Maria has her Chartered Investment Manager designation, Personal Financial Planning designation, and Responsible Investing Specialist designation.Maria believes the cornerstone to every relationship is understand the goals and lives of my clients, correlating to build a comprehensive financial plan. Whether accumulating wealth, planning for retirement or drawing on your life savings, Maria can help provide peace of mind by utilizing the financial plan as your personal roadmap. My goal is to safeguard capital & curate tax efficient sustainable cash flow as needed. By staying up to date on investment industry trends, this allows me to help my clients understand & navigate the complexities of the financial world.When Maria is not in the office, she is actively involved in her family life, spending quality time and making memories with her husband, two children & dog. Relationships are the most important thing to Maria and building trust with open communication and reliable service is what you can expect.At Thrive Wealth Strategies we specialize in tailoring financial plans that pertain to our client’s specific needs. We aim to provide top tier service, allowing clients to have a clear understanding of the roadmap to achieve their financial goals.