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Replay available on the Insurance Portal until November 30, 2021

Tools of the Trade

Earn up to 5 IAFE CE CREDITS

Meet our Speakers

Marnie White

CFP, CLU, CPCA
Partner

Mosby Insurance Agencies

Marnie’s role at Mosby allows her to develop specialized solutions for individuals, businesses and the families who build them. she feels fortunate to work alongside people who are equally committed to helping clients realize their financial goals and who know, understand and give back to the community in which they work.

Marnie’s introduction to the financial services industry was in 2005, when she worked in business development for a local actuarial firm. Over the eleven years that she spent with the company, she gained an in depth knowledge of pension plans and other employment benefits tailored specifically for small to mid-sized businesses. She developed a profound interest in how tax laws in Canada impact business owners and their employees and eventually transitioned into advanced estate planning in 2016. As these laws continue to change, insurance remains one of the more powerful planning tools when it comes to reducing tax and maximizing wealth. She has always worked hard to earn the trust of clients and their other professional advisors and her clients in turn believe strongly in the expertise that she provides.

With the full support of her brilliant husband and amazing daughter, she now has the opportunity to continue her career as a business owner herself. When she is off duty, she can be found exploring hiking trails with her beagle, on the ski hill or perhaps on a beach in Mexico…because life is all about balance; right?!