G. R. Marceau (Financial Planning)

Gilles Marceau is an accomplished Financial Planning, Retirement and Lifestyle Planning Consultant and Educator, with more than 30 years of professional and senior management experience in the Financial Services Industry.

He brings credentials, which are indicative of his pursuit of continuous professional development. He is a Certified Financial Planner (CFP) and a Registered Financial Planner (RFP) as well as a Chartered Life Underwriter (CLU). In 1998, he was awarded the Professional Retirement Planner (P.R.P designation. Each of these designations is supported by in depth and very successful 30-year career in the Life Insurance, Banking and the Investment and Securities businesses.

He has held the positions of Director of Individual Insurance Marketing for one of Canada's leading life insurance companies; Regional Manager for a financial planning practice directed to high net worth individuals; Managing Partner, Marketing Development for what was Canada's largest Trust Company and Managing Partner in a fee based Financial Planning/Employee Benefit firm.

Gilles is currently the Chair of the Professional Retirement Planners designation accredited through the Canadian Association of Pre-Retirement Planners.

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Lisa Calleja (Financial Planner)

Lisa joined Gilles R Marceau & Associates in 2006. She is involved in the preparation of personal financial plans including detailed written reports outlining potential financial outcomes. Her specialty is assisting clients with cash management issues which may prevent financial independence to be created.

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Contact Us

For more information or to schedule a complimentary initial appointment simply contact us at:

Contact Person:
Gilles R. Marceau

Phone:
(905) 267-1093

Fax:
(905) 267-1094

Address:
54 Port Street West
Mississauga, Ontario
L5H 1E3

Email:
gilles@executiveretirementplan.ca

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