Communication and Client Coordinator
We are excited to service clients locally, nationally and internationally with comprehensive cross border tax and related wealth management recommendations. This requires a detailed attention and focus to every aspect of your personal financial affairs, and Mary-Claire will be the one who makes sure you are organized and ready for any consultation.
As our clients are in many different time zones and require advice on multiple different complex avenues dealing with international tax matters, Mary is a pro at identifying the core issues and documents required for a successful relocation overseas and or re-repatriation back to Canada. She will ensure that if you need an in person meeting, phone or web-call everything is setup so that you are getting the full oversight required on your case from beginning to end. In a previous career she worked in a tax office as administrative support, and is able to help simplify your tax situation so that we are positioned to enable you in meeting your goals and protect you and your family from the big mistake.
Originally from Canmore, Mary can be found in her spare time walking the city parks of Calgary with her bull-dog daisy. Growing up, she had exposure to Detroit in the United States where she trained as a dancer. When you call or email the office, Mary-Claire will take of you and your family – with the highest level of customer service in a very positive and friendly way.