Maryann Gebauer, BSc. MBA, is an experienced investment advisor, having worked formerly as a financial advisor with both Nesbitt Burns and ScotiaMcLeod, and as an international business consultant.
During your consultation with Maryann, you can decide what aspects of your personal financial situation you wish to discuss. Here are some topics that clients choose to cover:
Have your topics and questions prepared in note form for your reference during the meeting. Some clients choose to include their spouse, parents, or children in the meeting. It is your choice.
Meetings can be via FaceTime (for Apple users) or Zoom. Maryann will contact you just prior to appointment time with a meeting link if necessary.
Payment for the consultation is made following the meeting. Clients are charged by 30min segments.