Every client relationship enjoys the benefits offered by our team of wealth management experts*. Together, we can create the best possible plan for your future.
All of our professional financial planning services are custom-tailored to each client's specific wants and needs. Our team of accountants, lawyers, and investment professionals work together to ensure every client has the best solution to maximize their financial well being. Doing so allows us to help you create and maintain financial goals that will not only ensure your financial independence but also a lifestyle that aligns with your personal values.
what we do best
Creating peace of mind for your financial future.
How we can help you
Through the use of our integrated and comprehensive financial planning services, we can help you create a simple financial plan that will help you achieve what you want out of life. All of our financial planning services are tailored to fit each client's unique situation, so you can rest assured that you will be getting the best plan to achieve your specific goals. We work to be our clients’ most trusted advisor by having an in-depth understanding of their complete financial situation.
Our clients have access to professional advice in the following areas:
- Wealth Management
- Tax and Estate Services
- Insurance and Retirement
- Strategic Coaching and Family
- Holistic Financial Planning
- Tax Reduction Strategies
- Intergenerational Farm
- Estate Planning
- Pre-Retirement Planning
- Corporate Business Structure
*Wealth Planning Services are provided by an accredited Assante Advisor or Assante Private Client, a division of CI Private Counsel LP. which is a wholly owned subsidiary of CI Financial Corp.
What our clients are saying.
Get to know what our past clients have to say about our services.
"Mark takes the time to understand your unique situation and then takes great care in presenting options." ~ R.T.
"Mark ensured that we were comfortable and that we understood what lay before us." ~ R.T.
"Having a financial plan has given us confidence and peace of mind." ~ R.T.
"Mark has the insight and resources to provide creative solutions to our families' financial goals." ~ R.T.
"Working with Mark as our Financial Advisor for the past 16 years has been a pleasure." ~ K.I. & S.I.
"Mark is very knowledgeable and works very hard for you." ~ K.I. & S.I.
"Having a financial plan in place gives us peace of mind." ~ K.I. & S.I.