Financière des professionnels
 
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B. Comm, CIM®, Fin. Pl.

Wealth Management Advisor, Professionals' Financial - Private Management

T 514 206-4838
1 888 377-7337

Marisa Cobuzzi began her career with major Canadian financial institutions as an investment advisor in 2005. Since 2012, she has focused on serving a clientele of physicians and has built a solid reputation with them. As a wealth management advisor at fdp Private Management, Marisa Cobuzzi draws on her skills to serve her clients and offer them a customized overall financial strategy to help them achieve their personal and business goals.

Marisa Cobuzzi holds a Bachelor of Commerce degree with a specialization in finance and a minor in human resources from Concordia University (1998). She holds the Financial Planner designation from the Institut québécois de planification financière (IQPF) (2005) as well as the Chartered Investment Manager (CIM®) designation from the CSI (2019).

Marisa volunteers at the Teresa Dellar palliative care residence. She also volunteered for Dreams Take Flight, an organization that flies terminally ill or special needs children to Walt Disney World for a day.

 

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