Mark is a Certified Financial Planner with six years financial services experience. During his initial two years as a financial advisor, he focused on retirement and estate planning. His next two years, as a director, advisor development, for Freedom 55 Financial in the Toronto area, he focused on recruiting, training and developing new financial security advisors. Then, he made a lifestyle choice to return to his true passion and resume his financial planning practice, focusing on retirement and estate planning,, as well a new focus on corporate financial planning.
Clients find his relaxed personality, creative solutions and simplified explanations to sometimes confusing subjects, to be refreshing. For these reasons, his popularity continues to grow as a trusted financial planner and friend of the clients he serves. He’s supported by a team of administration and technical specialists, whose teamwork and follow-through help him to build long-term relationships with his expanding clientele.
He’s passionate about understanding his clients’ situations before prescribing solutions. He focuses on helping reposition family and corporate balance sheets to maximize the wealth creation process – while identifying and helping you address major risks along the way. He works with mature families, small business owners and professionals. Future plans which currently excite him include using technology more efficiently to deliver high quality client research and customized communication to help ensure client satisfaction as family and business needs evolve.
Mark is very active in the community through various organizations. He is currently the president of Advocis Toronto, a chapter of The Financial Advisors Association of Canada. He has also worked with Future Possibilities for Kids in a number of leadership roles and with the Canadian Cancer Society,, Mothers Against Drunk Drivers, as well as most recently joining the Canadian Ski Patrol System.
Mark lives just north of Toronto, Ontario with his wife, Jodi, a teacher in York Region. They enjoy sports, films and traveling, plus time with family and friends, and their two dogs, Cramer and Cooper, and cat, Dexter.
Mark helps consolidate your assets into a focused financial plan, to help make your money work harder, so you might achieve your goals sooner and minimize risks along the way. This means you’ll have more opportunity to focus on what’s important in life.