Meet the Team
Marni Harvey
B.Comm (Honours); CFP; CLU
Senior Investment Advisor
Marni began her career in the financial services industry in 2002. After graduating from the University of Saskatchewan with a B.Comm (Hons) degree, majoring in Finance, she obtained her CERTIFIED FINANCIAL PLANNING® professional designation. Marni is deeply passionate about research and education, striving to integrate both into each client experience through a comprehensive understanding of their goals and objectives. This commitment is further demonstrated by her recent achievement of the Chartered Life Underwriter (CLU®) designation.
Outside of work, Marni loves spending time at the lake and enjoys outdoor activities such as hiking, biking, and boating. She also keeps busy by driving her kids around to all their activities.
Fun Fact: While growing up Marni used to dance and you could have found her performing for the Young Canadians, at the Calgary Stampede and the opening ceremonies for the Calgary Winter Olympics
Krissy Morrison
B.Comm; CFP
Senior Investment Advisor
Krissy graduated in 2006 from the University of Saskatchewan with a Bachelor of Commerce degree, majoring in Finance. She began working in the financial industry immediately after and has continued to broaden her education by obtaining her CERTIFIED FINANCIAL PLANNING® professional designation. Her broad wealth of experience across the industry contributes to her expertise in clients’ wealth considerations.
Outside of work, Krissy is actively involved in her children’s school and sporting activities. She serves on the board for her daughter’s swimming club and often runs her kids around to their various activities. She loves to travel with her family, focus on fitness, and relax at the lake.
Fun Fact: Krissy recently participated in a local cross fit competition and placed in the top 3!
