Marni Harvey

Marni Harvey Email and Phone Number

Wellington-Altus Private Wealth @ Harvey Morrison Private Wealth
410 22nd St. E., Suite 1360,Canada
Marni Harvey's Location
Saskatoon, Saskatchewan, Canada, Canada
Marni Harvey's Contact Details

Marni Harvey personal email

n/a
About Marni Harvey

I attended the University of Saskatchewan and graduated with an Honours Bachelor of Commerce degree in Finance. I have also completed the Canadian Securities Course, the Conduct and Practices Handbook, the Professional Financial Planning course, and hold the Certified Financial Planners designation. November of 2020 I completed my Chartered Life Underwriter (CLU) designation, which is a professional designation that specializes in life insurance and estate planning. I was an active member of Women in Leadership, helping to elevate the female workforce into stronger, inspired, and more powerful leaders in our everyday world. My husband and I enjoy running, yoga, spending time with friends and family, and spending time at the cabin.

Marni Harvey's Current Company Details
Harvey Morrison Private Wealth

Harvey Morrison Private Wealth

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Wellington-Altus Private Wealth
410 22nd St. E., Suite 1360,Canada
Website:
advisor.wellington-altus.ca/hmprivatewealth
Employees:
3
Marni Harvey Work Experience Details
  • Harvey Morrison Private Wealth
    Senior Investment Advisor
    Harvey Morrison Private Wealth Nov 2021 - Present
    View
  • Scotiamcleod
    Wealth Advisor
    Scotiamcleod Oct 2019 - Mar 2021
    Saskatoon, Saskatchewan, Canada
    View
  • Scotiamcleod
    Investment Associate
    Scotiamcleod Jan 2012 - Oct 2019
    View
  • Cibc Wood Gundy
    Financial Associate
    Cibc Wood Gundy May 2002 - Jan 2012
    Saskatoon

Marni Harvey Skills

Financial Planning Investment Advisory Investment Strategies Portfolio Management Wealth Management Asset Management Financial Services Retirement Financial Analysis Asset Allocation

Marni Harvey Education Details

Frequently Asked Questions about Marni Harvey

What company does Marni Harvey work for?

Marni Harvey works for Harvey Morrison Private Wealth

What is Marni Harvey's role at the current company?

Marni Harvey's current role is Wellington-Altus Private Wealth.

What is Marni Harvey's email address?

Marni Harvey's email address is ma****@****ank.com

What schools did Marni Harvey attend?

Marni Harvey attended University Of Saskatchewan, Bishop Carroll High School, University Of Calgary.

What skills is Marni Harvey known for?

Marni Harvey has skills like Financial Planning, Investment Advisory, Investment Strategies, Portfolio Management, Wealth Management, Asset Management, Financial Services, Retirement, Financial Analysis, Asset Allocation.

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