Meet Marie Wood, an Associate Wealth Advisor at Vista Financial Group helping financially independent women navigate life’s biggest transitions with clarity and confidence.
Marie Wood believes that financial confidence changes everything—how you show up, the choices you make, and the life you build.
As an Associate Wealth Advisor at Vista Financial Group, Marie works with financially independent women navigating life’s biggest transitions: career growth, divorce, inheritance, retirement planning, and legacy building. Her superpower is simplifying complex decisions and creating strategies that balance growth with protection.
With nine years in the financial industry, Marie understands that wealth is deeply personal. It’s tied to identity, security, and long-term purpose. That’s why she provides objective perspective and exceptional support tailored to each client’s unique goals.
Marie leads her team in creating Retirement Projections that keep clients on track while streamlining processes so they spend less time on paperwork and more time living. Whether managing investments, handling transactions, or addressing financial concerns, she goes above and beyond to make the client experience seamless and efficient.
She doesn’t just manage money. She helps women build lives of independence and confidence, both financially and personally.
Marie lives in downtown Kelowna with her spoiled cat. When she’s not advising clients, you’ll find her hiking local trails, exploring Okanagan wineries, playing volleyball, or participating in charity events throughout the community.
Where to find Marie:
