We work together to achieve your goals
Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
Get to know Mark!
Upon graduating from Trent University with a degree in Administrative Studies in 1997, Mark immediately entered the investment industry where he developed expertise in wealth management, retirement planning and asset allocation.
Mark is adept at dealing with stocks, bonds and mutual funds. In addition, his clients have full-access to insurance solutions, including products and strategies, required to meet their specific situation.
Mark spends much of his time volunteering in his community. He was the long-time Chairman of the Peterborough Ducks Unlimited Committee where he helped raise over 1-Million dollars for local conservation. He now helps coach his daughter Kate’s soccer team in the Peterborough Youth Soccer League.
When summer weekends beckon, Mark, wife Tammy and daughter Kate love
to spend time at the family cottage on Stoney Lake.
