Downtown phone: 416-366-2971 | North York phone: 416-250-5520

Margaret Bennett

Margaret Bennett

Financial Security Advisor
Investment Representative

After graduating from the University of Guelph and York University, Margaret started her career in sales for an educational tour company. That was the first time she experienced the rewards of planning to reach a goal with a client and then seeing it come to fruition. From there, she went on to work in advertising for nearly seven years in a variety of client and project management roles. Working with clients has always given Margaret the most satisfaction and she genuinely enjoys working with clients to bring projects to life.

Margaret made the career move to financial services because she saw a gap among friends and colleagues in understanding how financial security planning could set them on a path to feeling more confident about their financial situation. Margaret believes her skills, attitude and client-focused approach makes her an excellent project manager for people’s financial security plans. Now, Margaret is following in the footsteps of her father, Peter Bennett of BluePrint Wealth and Estate Planning.