Island Wealth Management is a financial services firm. In an increasingly complex financial world, people need skilled, independent, and ethical financial advisors to help navigate, simplify, and make wise financial decisions. Whether your priority is growth, income, or wealth preservation, Island Wealth Management offers comprehensive advice and service, face-to-face, and tailored to you. Fees are transparent, value is high, and the benefits of working with a financial services firm who is offering independent financial advice are coupled with the security of a safe and stable platform offered by FundEX Investments Inc., an investment fund dealer, founded in 1995.
Marlis is a CERTIFIED FINANCIAL PLANNER® professional, accredited by the Financial Planning Standards Council (FPSC). She was raised in Nanaimo, and attended the Richard Ivy School of Business at the University of Western Ontario, where she graduated as a top finance student. She earned her Certified Financial Planner designation in 2004, honed her financial planning skills at Investors Group, and recently worked for Coastal Community Credit Union and served the communities of Qualicum Beach, Parksville, and Nanoose as an Investment Advisor with Credential Securities. Marlis is skilled in retirement, estate, and investment planning.
In 2017, Marlis established Island Wealth Management. Providing independent advice under the secure and established FundEX umbrella gives Marlis access to a wide range of investment alternatives, and allows her the freedom to spend time getting to know the needs of her clients, and to carefully tailor planning and investment strategies that are optimal for each person. She follows a comprehensive process, and has a knack for simplifying what is complex, so clients can make great, informed financial decisions.
Marlis derives great joy from helping people achieve their unique goals, and from the long-term trusted relationships that develop with her clients. She would be happy to meet with you to discuss your unique financial needs.
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
We serve individuals, families and businesses from Qualicum Beach to Duncan on Vancouver Island.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: