Marianne Cowlard

PFP, LLQP, CSC

Marianne Cowlard“People call us because they know they can rely on outstanding service and trustworthy advice from a team of knowledgeable professionals.”

A native of Trenton, Marianne has an extensive knowledge of the financial services industry and over twenty years experience with one of the leading banks in Canada. She is licensed with the Ontario Securities Commission, is a graduate of the Canadian Securities Course and has her Investment Funds in Canada certificate. Marianne also holds various investment and financial planning certificates.

Marianne has been the President and primary Financial Advisor of Wilkinson Financial Services since inception in 2002. Wilkinson and Company LLP joined the Independent Accountant’s Financial Group in order to address the increasing number of clients who were looking for advice with regards to their investments, insurance and estate planning. Under Marianne’s leadership, Wilkinson Financial Services operates independently providing financial planning, wealth management, and other investment options to safeguard and build wealth for its clients.

Marianne offers her clients a comprehensive and highly individualized approach to investing and portfolio management. With the unique integration of accounting, financial planning, and investment management Wilkinson Financial Services strives to ensure vision, focus, and balance with regard to your finances.

Marianne has served on the board for the local Chamber of Commerce, the Trenton Rotary Club, and committees for the Trenton Memorial Hospital foundation. With the community in mind she volunteers to help at many fundraising events. She is an active member of Advocis, the Financial Advisors Association of Canada.