Mary-Ellen Wiebe, CPA, CA, CFP®, RRC

Financial Advisor/Certified Financial Planner®

With 20 years in this business, and several years before this practicing as a Chartered Accountant/Certified Professional Accountant before that, Mary-Ellen has the breadth and depth of experience to help clients ‘chart their course’ with regard to all matters of financial planning. Raised in an entrepreneurial family in Southern Ontario, she offers integrated & enterprising solutions, with a built-in ‘tax-bent’.

 

Mary-Ellen has built a team to enhance and deliver comprehensive solutions. Presently Julia Easey works with Mary-Ellen full-time in Simcoe, and in 2017 the Simcoe office joined the Dundas office of IPC, giving us added capacity and service capability through the 3 advisors there.

 

Outside of the office, Mary-Ellen enjoys walking, reading, music, gardening spending time with family, and looking for opportunities to enhance and boast about the community of Simcoe/Norfolk in which she has lived in for most of her life.

 

Mary-Ellen’s areas of practice focus on:

  • Intergenerational wealth transfer
  • Estate and Trust Planning
  • Retirement Planning
  • Tax efficient Investing and financial planning
  • Financial Planning for young professionals
  • Financial planning for vulnerable seniors
  • Risk Management [life and living benefits]

Mary-Ellen's Credentials include:

  • RCC, Registered Retirement Consultant
  • CFP®, Certified Financial Planner
  • CA, Chartered Accountant; CPA, Certified Professional Accountant
  • Canadian Investments Funds Course
  • Life Insurance License, Level II
  • Honours Bachelor of Commerce, Accounting, University of Windsor
  • Bachelor of Science, Mathematics, Western University

Insurance products available through Mary-Ellen Wiebe.