Meet the Team
Marni Harvey
B.Comm (Honours); CFP; CLU
Senior Investment Advisor
Marni began working in the financial services industry in 2002; after graduating from the University of Saskatchewan with a B.Comm (Hons) degree, majoring in Finance, and then obtaining her Certified Financial Planning (CFP®) designation. She is passionate about research and education, and works to incorporate both into each client experience through a thorough understanding of what our client’s goals and objectives are, as evidenced by recently obtaining her Chartered Life Underwriter (CLU®) designation. In her spare time, she enjoys spending time with her friends and family; the loves of her life: her husband and their two children: Haley and Grayson.
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 (CFP®) designation. Her broad wealth of experience across the industry contributes to her expertise in clients’ wealth considerations. Outside of work, Krissy is involved in her children’s school and sporting activities. She loves to travel with her family, focus on fitness and relaxing at the lake.
