After graduating from the University of Alberta with a Bachelor of Commerce, Marilyn obtained her Chartered Accountant designation and completed her specialization in tax. Marilyn had her own accounting practice specializing in Owner Managed Businesses, worked in the tax group of Ernst & Young, then joined Empire Life as their tax and estate planning specialist for Western Canada. As the need for integrated tax planning and personal financial needs became increasingly important for business owners, Marilyn obtained her CFP, Certified Financial Planner, CLU, Chartered Life Underwriter and TEP Registered Trust and Estate Practitioner designations.
As a public speaker, Marilyn has spoken across Canada to business owners and their trusted advisors, educating them on tax structures and the tax benefits specifically available to business owners and the importance of integrating family, business and shareholder wishes. While working at Empire Life, Marilyn was instrumental in creating a seminar series P.I.N.K. Protection Investment and Need for Knowledge, on financial education for women and has delivered these sessions across Canada from Victoria to Newfoundland. Marilyn also created BOSS Business Owners Succession Series, specifically geared to educating financial advisors on succession planning for the business owner in Canada.
With years of experience advising clients and financial advisors on succession, tax and estate planning solutions for business owners and high net worth individuals, Marilyn brings a wealth of knowledge and technical expertise to her book about an integrated approach to effective business structures, financial and estate planning.