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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.
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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.