Located in North Vancouver, British Columbia and serving the greater Vancouver area, we focus on helping clients preserve, grow and make the most of their wealth. We focus on investment planning, tax and estate planning, business and succession planning, and charitable giving. We look forward to putting that expertise to work for you.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 40 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning*
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
(*Offered through Investors Group Securities Inc.)
What our clients say
"Mark has been my financial advisor for 10+ years. During this time, I have trusted him for financial and investment advice. I have a very limited knowledge of the investment market and have relied on Mark’s expertise. My trust has been wellfounded. Under his leadership, my portfolio has increased in value, and has exceeded my expectations."
- Lynn, West Vancouver
"In our many meetings with Mark we have come to know him as a man of integrity and honesty with a desire to serve clients to the best of his ability."
- Linda and Gary, North Vancouver
"One of the best financial decisions as we began to plan for our long-term future was to connect with Mark. I could not be happier to have him as custodian of our investment portfolio. His knowledge and understanding of the industry opportunities and pitfalls are first class. I trust him implicitly."
- Paul, North Vancouver
"We could tell right away that Mark had our best interests at heart and that we weren’t simply a number to him. He made us feel comfortable right from the start and his knowledge and kindness were exactly what we wanted and needed. Throughout the years, we have realized just how true these first impressions were. He took the time to get to know us and set up a plan that fits our lifestyle and gave us some security for the future."
- Joan and Gary, Penticton
"Very impressed with Mark's product knowledge and entrusted personality. He is an excellent financial advisor for my portfolio advancement, with his hard work and dedication. I am glad to be with his team."
- Les and Jane, Kelowna