“Wealth is more than just money – I am inspired every day by helping my clients achieve their dreams.”
For 25 years Mark has been managing investment portfolios and providing financial planning advice to Canadian families, trusts and non-profit organizations. Mark takes a life-first approach to financial planning. After gaining a strong understanding of the specific goals and financial lives of his clients, Mark delivers investment strategies, financial planning, risk management, and tax planning solutions to assist in their goal achievement.
As part of his dedication to helping clients achieve a cohesive wealth strategy, Mark works closely with their accountants, consultants, lawyers and other trusted professionals.