Mary Earl is Sheppard & Associates Ltd’s. In-House Financial Advisor. Trained in both financial planning and accounting, she is equipped to provide sensible and relevant advice to shareholders, seasoned business owners and new sole proprietors. Mary partners with her colleagues and professionals in the North Grenville community, to assist in the professional growth and financial success of her clients.
Her professional interests focus on communicating to clients by committing to listening to their real life issues and money goals. She believes it’s how well you connect with people you’re trying to help and communicate your understanding back to them. It’s how well you lay out a no-nonsense, plain language plan that doesn’t feel overwhelming or difficult to manage.
After spending over a decade in banking and other financial roles, Mary knows that an honest look the financial snapshot of a person’s life is effective..…planning avoids stress.
Mary joined the Sheppard team in 2012 and handles a variety of projects dealing with financial planning, budgeting, bookkeeping and accounting, tax planning and tax preparation.
Born and raised in Ottawa, she has called Kemptville home for the last 25 years. Among other interests, Mary reads as much as she can, whenever and wherever she can. Yoga, walking, gardening and summers spent outdoors as much as possible are her favourite pastimes.