Marie-Josée Caesar

Marie-Josée Caesar is a Holistic Financial Wellness Strategist with over 40 years of experience in financial services, corporate governance, and wealth-building strategies. As Founder of Merging Life and Money LLC, she empowers individuals—especially caregivers—through AI-driven financial planning and wellness solutions.

A former Chief Operating Officer at Colonial Pension Services Limited, she managed over $990 million in assets, overseeing multi-jurisdictional operations. Her expertise in retirement planning and financial wellness equips her to address the unique financial challenges caregivers face.

As a board member of Caregiver OneCall, Marie-Josée advocates for financial stability in caregiving, ensuring families have the tools to balance care responsibilities without sacrificing their financial future. Fluent in English and French, she is dedicated to bridging the gap between financial literacy and caregiving support.

MJ - Financial Strategist and Caregiving Advocate