Financial Planner, Partner

+1 888 824 4351, Ext. 111


Mark began in the financial services industry in 2006, as a part time bank teller, prior to his graduation from university. Since this time he has steadily climbed though the industry and brings a wealth of investment and banking knowledge with him into his current role as Sales Associate Advisor.


He holds an Honours Bachelor of Arts (BA) degree in Finance and Economics from Laurentian University. He holds a Personal Financial Planner (PFP®) designation to help ensure he has the knowledge necessary to help you with your financial planning needs. Most recently he added the Responsible Investment Specialist (RIS®) designation and obtained his Qualified Associate Financial Planner (QAFP) designation.


The experience Mark has gained combined with his continuing education, helps equip him to provide trustworthy and practical advice to clients. Mark takes pride in helping individuals and businesses build their tax-effective insurance and investment strategies to help meet their retirement and legacy planning needs.