Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
MBA, CIM, FCSI®, FMA
Senior Wealth Advisor & Senior Portfolio Manager
Tyler Marche doesn’t speak jargon. Instead, he speaks English—plain English. The core belief that has driven him every day since 2000, when he began his career as an investment advisor, is that wealth management doesn’t need to be complicated. It needs to be simple.
It’s a belief that formed early. When Tyler was just 14, someone left behind a book about Warren Buffett—The Warren Buffet Way. Tyler picked it up and was instantly inspired.
It was the genesis of this promise: Your life, uncomplicated.
For all its benefits, wealth can be a complex burden. Uncomplicating your life means listening to your hopes and dreams—whatever they may be—and building a comprehensive financial plan that includes a custom-fit suite of services and solutions designed for the long term. Your plan frees you from worrying about investments and lets you simply live your life.
Tyler’s deep understanding comes from many years of education and ongoing training. He holds an MBA from Dalhousie and holds the Fellow of the Canadian Institute (FCSI®) designation, and Life Insurance Advisor (LLQP). In addition to these academic credentials, Tyler was nominated in 2016 by the Investment Industry Association of Canada for the Top Under 40 Award.
The knowledge and expertise of the Marche Wealth Management team are second to none. Through Wellington-Altus Private Wealth, they have access to a wide network of leading subject matter experts across the country. Combined with Tyler’s renowned passion and enthusiasm for solving complex financial problems and educating clients, this enables them to deliver innovative and creative strategies.
Your life, uncomplicated includes a promise to always be proactive—keeping you informed, addressing any questions you may have, and ensuring you feel comfortable and empowered at all times.
This approach allows us to give you something even more valuable: time. To paraphrase Einstein, if we can’t explain an investment solution simply to you, we don’t understand it well enough. And—with another nod to Buffett—we hand-select only those investment solutions we truly understand in depth.
Associate
Joy Loewen has been providing exceptional client service in the financial services industry for more than 25 years, including 10 years in a senior branch management capacity. Impeccably organized and often the first point of contact for clients, Joy is known for delivering on the promise of Marche Wealth Management—Your life, uncomplicated—with brilliance.
Prior to her career in financial services, Joy served for more than three years in the Royal Canadian Navy as a Marine Engineer in the first Gulf War. Outside of work, Joy is an avid reader and loves to travel. She is married and has one daughter, one cat, and one ridiculous dog.
Associate
Tracy McClure holds her Chartered Professional Accountant and CERTIFIED FINANCIAL PLANNER® designation, and a valued member on the Marche Wealth Management team.
For 20 years in the middle of her career, Tracy was a translator of sorts. She worked in the learning and development group at a major bank, leading the design and development of training programs for wealth management businesses. Her role involved translating business needs into language developers could understand—and vice versa.
Those translation skills could not be more valuable as she assists us to create top-tier financial plans—translating clients’ hopes and dreams into a comprehensive and reassuring view of their future.
As Tracy says, “I’m 60 now, and I’ve had a long career as a financial planner, both before and after my learning and development role. I’ve always loved—loved—putting together a plan that clarifies what a client’s financial future could look like. Clients provide the information, and I consolidate it, develop projections, and present everything in a way that’s easy to understand, allowing them to make informed decisions.”
Easy for them to understand. Uncomplicated. Just as our brand foundation promises.
Allowing, as Tracy puts it, “any anxiety they may have had to just float away.”
Tracy describes herself as a relationship person—someone who makes friends wherever she goes. For her, the relationship side of the business is especially rewarding.
“I get tremendous satisfaction from really getting to know clients and understanding what’s important to them, both in their careers and personal lives. It’s kind of unusual for a CPA,” she says with a smile, “but I love getting to know people.”
As an integral part of the Marche Wealth Management Team, Tracy fully understands their emphasis on supporting families with multigenerational planning. As a member of a very close-knit family herself, she describes the opportunity to work with multiple generations very simply: as a “gift.”
Other gifts? Dahlias. And music.
In her personal time, Tracy grows dahlias at the eco-property she owns north of Whitby with her husband. They also own an r-pod trailer and plan to travel across Canada and the United States to attend music festivals—mostly folk and bluegrass. She’s also learning Spanish, which comes in handy during her annual trips to Mexico.
“These aren’t extravagant pursuits, and that’s just the way I like it,” she says.
CPA
Associate
Matthew brings a strong background in finance, accounting, and business advisory to Marche Wealth Management. As a Chartered Professional Accountant, he has worked across public accounting, auditing, and private-company finance. His experience includes auditing capital markets groups within financial institutions, as well as working in small-firm public accounting, where he developed practical, hands-on advisory experience working directly with clients.
Before joining Wellington-Altus Private Wealth, Matthew served as Controller for a private equity-backed organization in the community support services sector. In this role, he led financial reporting, operational analysis, systems improvement, acquisition integration, and strategic decision support, giving him a practical understanding of the financial decisions business owners and families face.
At Marche Wealth Management, Matthew supports the team’s commitment to making wealth management clear, thoughtful, and approachable. He focuses on listening carefully, understanding each client’s broader financial picture, and helping connect day-to-day financial decisions with long-term goals. He is committed to continuous learning and delivering advice in a clear, plain-English manner that supports the team’s philosophy: “Your life, uncomplicated.”
Outside of work, Matthew enjoys skiing, rock climbing, motorsports, and spending time with his wife, daughter, and their corgis.
Associate
More than three decades ago, Elizabeth decided she wanted a change. So she left behind the beaches and sunshine of Trinidad and Tobago to settle in Canada.
In her professional life, Elizabeth has been a marvel of consistency. Over a career in the investment industry spanning more than two decades, she has built a reputation for being dependable, organized, and deeply committed to creating a smooth and reassuring experience for clients.
Elizabeth supports clients with a wide range of administrative needs, including opening and contributing to investment accounts, transferring funds, completing applications, processing bank wires, and more.
In short, she delivers every day on our promise of Your life, uncomplicated.
“I make sure that clients never feel overwhelmed,” she says. “I know from my own experience, starting out in a new country so many years ago, that things can be unnecessarily complex. I want every experience with us to feel seamless, so you can simply live your life—whatever season you’re in.”
In some ways, change has continued to be a theme throughout her life. One of the things she enjoys most about Canada is experiencing all four seasons. In the summer, you’ll often find her outside in the garden. In the spring and fall, she enjoys watching the colours change on hikes and country drives. Winter, meanwhile, is reserved for birdwatching and reading.
LL.B., LL.M. TAX, TEP
Vice-President, Advanced Wealth Planning Strategy & Services
Judith is based in Kelowna, BC and works with advisory teams and clients across Canada to bring innovative tax strategies and estate planning solutions to their wealth plans. Judith believes a client’s objectives must drive any plan and loves helping clients find personalized solutions to their planning needs.
Prior to joining Wellington-Altus, Judith spent over 10 years at top-tier law and accounting firms advising clients on complex tax issues. Passionate about tax and making tax planning relevant and accessible to all, she regularly prepares presentations on various tax issues and has contributed to numerous publications on selected tax topics. She has been a speaker at various Canadian Tax Foundation conferences and a facilitator and lecturer for CPA Canada’s “In-Depth Tax Program”.
Judith graduated from the Université de Montréal with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montréal). Judith is a lawyer with the Barreau du Québec and a Canadian Legal Advisor with the Law Society of British Columbia.
Outside of work, she is an avid runner and cyclist, and loves to explore local trails. She can often be found enjoying the outdoor mountain playgrounds that surround her home.
CPA, CA, TEP, CFP®
Associate Vice-President, Advanced Wealth Planning
Michael is based in Kelowna where he works primarily with advisory teams and their clients in interior British Columbia. Prior to joining Wellington-Altus, Michael dedicated over a decade to gaining experience and knowledge in a public practice accounting setting, primarily specializing in Canadian domestic taxation. Within this role, Michael provided domestic tax expertise to owner-managed businesses with a focus on corporate reorganizations, succession planning, and estate planning. These experiences resulted in Michael becoming a technical leader within the firm, educating both tax and non-tax professionals on timely topics to ensure they had the knowledge required to help their clients navigate the current tax and business environment.
As a CPA, CA, Michael has a strong background in Canadian income tax matters. Combined with his Trust and Estate Practitioner (TEP) and CERTIFIED FINANCIAL PLANNER® designations, Michael excels at addressing various wealth planning needs.
Outside of work, Michael is also a facilitator for the CPA Canada “In-Depth Tax Program” and serves as the Member Services Officer for the Society of Trust and Estate Practitioners (STEP) Canada Okanagan Chapter.
Associate Vice-President, Wellington-Altus Insurance
Connie joined Wellington-Altus Private Wealth in 2019. Based in Winnipeg, she works closely with advisors and clients to preserve and pass on wealth. With over 20 years in the financial services industry, Connie takes pride in fostering strong relationships built on trust and integrity.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her Certified Financial Planner (CFP®) and Certified Health Specialist (CHS) designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
She loves to cook, enjoys travelling and is fanatic about baseball. Between May and September, she can be found at Shaw Park with her husband Clint and daughter Madison cheering on her hometown Winnipeg Goldeyes.
