Education:
Bachelor of Teaching, Universite de Moncton, Moncton, Canada
Bachelor of Education, Universite de Moncton, Moncton, Canada
Languages Spoken:
English
Marilyn Pollock, B.T., B.Ed. Investment Advisor Financial Planner
I hold two university degrees, Bachelor of Teaching and Bachelor of Education (majoring in Commerce), as well as several business designations. I have completed my Professional Financial Planners course, Canadian Options Course, and Canadian Securities Course.
My work experience includes 19 years experience in the financial planning industry. Previous to this, I spent several years teaching high school business subjects at a variety of schools.
In addition to the aforementioned degrees and designations, I actively participate in the continuing education program whereby on a yearly basis I completed both compliance, as well as product knowledge courses. In both instances, I exceed industry standards as to number of courses required to complete.
I am married to a retired school principal and have two children, Benjamin and Denessa. My primary recreational interest is golf and I have served as President of the New Brunswick Ladies Golf Association for 3 years. I was actively involved in the amalgamation of the NBGA and the NBLGA and sit on the executive of the new association. In addition I serve on the RCGA Investment Committee and have been recognized nationally with Volunteer of the Year award. At the local level, I serve on my local golf club’s board of directors and have in the past held the offices of Tournament Director, Secretary and President.
Amy Clark Branch Administrator Investment Representative
Amy achieved her academics diploma in 2000 from James M. Hill Memorial High School. She then attended New Brunswick Community College and graduated in 2003 with a diploma in Office Technology. Amy has also obtained her Canadian Securities Course and Conduct & Practices Course in 2005. Due to her up-to-date computer knowledge and skill, Amy developed and subsequently posts all information on this website. Amy is responsible for all administrative details including setting appointments for Marilyn, issuing cheques for Marilyn’s’ clients, facilitating transfers from one account to another (just to name a few of her duties). Amy has grown from Administrative Assistant to Investment Representative with BMO Nesbitt Burns. She also has a tremendous typing speed of 100+wpm.
Born and raised in Miramichi, N.B., she was active in Women’s Softball (whip, orthodox, and slow pitch), plus various volunteers duties.
Brian Clark, CLU, CFP Estate & Insurance Advisor
Brian is our teams' Estate Planning expert. He is an independent broker and is licensed to do business with most major Canadian Life Insurance companies. Brian holds both the Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP) designations. He brings with him 14 years' experience in estate and retirement planning with a focus on life insurance. His clients represent a broad cross section of business owners, executives and private individuals.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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