“I’ve seen firsthand the meaningful value a thoughtfully developed, tailored financial plan can bring to our clients’ lives. This impact is what ignited my passion for comprehensive financial and retirement planning and what energizes me each day in helping families navigate their financial lives and achieve their financial goals.”
Hilary Champagne joined TFC Financial Management in 2022 as a Financial Planning Associate. She participates in the firm’s financial planning process and assists in advisory services for a select group of the firm’s clients.
Prior to joining TFC Financial Management, Hilary was a Senior Associate in the Relationship Management department at CIBC Private Wealth Management where she worked to provide portfolio management, financial planning and comprehensive client service to high-net-worth individuals, families, and foundations.
Hilary received her Bachelor of Science in Business Administration, Marketing degree from the University of Maine. Hilary is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a CERTIFIED TRUST FINANCIAL ADVISOR.
Hilary has lived in South Boston since moving from Maine. When not in Boston, she enjoys spending time with family and friends skiing and hiking or relaxing by the lake. You will also often find her at a game cheering on the Boston sports teams.
