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Marg Sergi has been a part of the Scotia group of companies for over 20 years, and is pleased to be a part of this high achieving, synergetic team.
She has completed the CSC and PFP courses through the Canadian Securities Institute, and excels in working with clients to identify and meet their goals. Marg provides exemplary client care, and is an excellent support to both colleagues and clients of the group. She truly enjoys connecting with clients and their families, and values the many relationships she has built over the years. An organized, detail-oriented administrator, Marg is a great asset to Monteith Oldfield Financial.
A long-time resident of Barrie, Marg has been married for over 30 years and has two children. She enjoys gardening, reading, walking the family dog, and enjoying the wonderful lifestyle that Simcoe County offers.