About Us

Harlene Day, CHS - Owner

Harlene exemplifies hard work, dedication and integrity. As a local business owner and active community member in Okotoks and area, she has not only built a successful career, but a legacy. Throughout her career, she has worked in all areas of her profession, and has earned the respect of her professional community and colleagues. She has grown with her clients and built foundations for their future, through trusted relationships that now span numerous generations. Harlene currently is a Director with the Okotoks Chamber of Commerce and has a long history of community involvement as Past Chair of the Foothills School Division, Past President of the Alberta School Boards Association and she served the Sheep River Health Trust for 2 decades and continues to support that organization. Professionally she is a member of Advocis and the Canadian Association of Life Underwriters. Through that organization, Harlene is a member of the Government Relations committee, whose role it is to maintain a healthy relationship with the Federal Government while advocating for our clients and her industry. Personally, she is married to John. They like to golf, spend time at their lake property at Glennifer Lake and some wintertime in Palm Springs with family and friends. Harlenes friends affectionately call her “Martha Stewart”, because she loves to cook and entertain and loves events. Her greatest moments are the time shared with her grandchildren who are now adults and some in the same industry.

Marnie White, CFP, CLU, CPCA - Advisor

I believe that we all have something to protect and my role at Mosby allows me to develop specialized solutions for individuals, businesses and the families who build them. I feel fortunate to work alongside people who are equally committed to helping clients realize their financial goals and who know, understand and give back to the community in which we work. My introduction to the financial services industry was in 2005, when I worked in business development for a local actuarial firm. Over the eleven years that I spent with the company, I gained an in depth knowledge of pension plans and other employment benefits tailored specifically for small to mid-sized businesses. I developed a profound interest in how tax laws in Canada impact business owners and their employees and eventually transitioned into advanced estate planning in 2016. As these laws continue to change, insurance remains one of the more powerful planning tools when it comes to reducing tax and maximizing wealth. I have always worked hard to earn the trust of clients and their other professional advisors and my clients in turn believe strongly in the expertise that I provide. With the full support of my brilliant husband and amazing daughter, I now have the opportunity to continue my career as a business owner myself. When I am off duty, we can be found exploring hiking trails with our beagle, on the ski hill or perhaps on a beach in Mexico. We also love fine food, wine and entertaining friends. I therefore go for long runs and to boot camp regularly…because life is all about balance; right?!