About Buxton Financial
Marlene C. Buxton BA, CFP®, CLU® is the principal Fee-Only Financial Planner of Buxton Financial Inc. After a long career as a Financial Advisor, Marlene followed her passion for making financial planning less stressful and more productive. Marlene focuses on retirement planning. She takes her quirky passion for numbers, details and documentation, and helps people plan for the retirement they want through her proprietary model of planning. She focuses on planning for the life you want.
Her mission is to ensure that the challenges associated with making informed decisions around retirement are simplified. With decades to plan for, there are many variables involved. Marlene analyzes your entire financial situation to ensure that your plan considers all scenarios you may be faced with.
Marlene enjoys strategizing and structuring her clients’ finances to work for them. Estate Planning is also a large component within Retirement Income Planning. In both areas, she wants her clients to feel that they are okay.
Buxton Financial has a diverse set of confidential clients. Many of Marlene’s clients are also working with large estate planning initiatives as well as corporate planning.
Some points of interest:
Marlene C. Buxton was awarded first place on the President’s list for having the highest score in Canada on her sitting of the CFP® (Certified Financial Planner® Professional) exam in November 2015.
Graduate of Wilfrid Laurier University with a major in Economics.
Member of Advocis since 2004. Advocis is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.
Member of Estate Planning Council of Toronto since April 2017. EPCT is an organization of professionals from interrelated disciplines such as legal, tax, financial planning, insurance, trust and charitable gift planning who advise the public on different aspects of estate planning.
Marlene obtained her CLU® (Chartered Life Underwriter®) designation in January 2018. The Chartered Life Underwriter (CLU®) designation is Canada's premier wealth transfer and estate planning designation. The CLU is an advanced designation that expands on the knowledge gained in the CFP® education program with a focus on estate planning and wealth transfer.
Marlene was featured in the Insurance and Investment Journal in January 2018 about her move into the Fee-Only Financial Planning model. The Insurance and Investment Journal Press Group is Canada's insurance and investment industry news and information leader.
What's your game plan?
You read about retirement planning just about every day in the media. You are constantly being bombarded with information about what you should do and how you should plan. It is overwhelming to try to take this information in and apply it to your unique needs. For many, it is near impossible to develop a sound strategic plan on your own. It can be difficult to distance yourself and see all the variables and stages objectively. Everyone's life and situation is unique.
Planning retirement income must be very specific to individual needs rather than general assumptions. Having a Retirement Income Specialist working with you can provide strategies that lead to independence and choice.