Marie Sinclair
I have been in the financial industry since early 2022 and have also worked in the travel sector for over 7 years. As the team lead for the Relationship Specialists, I’m deeply committed to engaging with our clients from diverse backgrounds, providing the support they need to achieve their financial goals. I am passionate about all aspects of financial well-being and strongly believe that a well-thought-out plan can help us weather life’s challenges. I love interacting with clients and strive to infuse a sense of lightness and humour into our conversations.
Outside of work, I love spending quality time with my family. There is never a dull moment at home with my husband, our delightful daughter, and our spirited Jack Russell. While I used to be a globetrotter, these days we prefer enjoying nature walks and road trips around our beautiful country. I enjoy reading books in the sun and experimenting with new recipes in the kitchen.
Industry insights and helpful articles written by our team of financial experts.
Getting to your great place looks a little different for each of us.
As advisers, we’ve worked with a range of clients to discover what success means to them, and how we can achieve it together.