Insurance & Investment Specialist
Mark is the Insurance and Investment Specialist at Equitable Financial Inc. After spending 20+ years in the federal civil service designing surveys and implementing numerous data improvement processes, he decided to pursue a new passion and entered the financial services industry in 2015.
Why the change? In managing his own household finances, Mark recognized the role that financial planning plays in securing the financial stability of an individual or family. He realized he had a passion to help others to succeed in this area. For nearly three years, he has been working with one of Canada’s largest firms and have gained valuable training and experience.
Mark was a client of Equitable Financial Group and made use of the planning services offered by this firm even before he became a financial advisor. In 2018 the opportunity came for me to join Equitable Financial Group. Mark is pleased to be a member of the team and is looking forward to helping more clients with their insurance needs, registered/non-registered investments, and lifestyle benefits.
On the personal side, Mark enjoys watching, playing, and coaching team sports, and he is thrilled to see individuals and teams improve and reach their goals. Mark and his wife Pam, enjoy spending time with their son Ben, going on outings and exploring new places.
Mark represents 19 insurance companies and the Guardian Group of Companies
Mark is a referral partner for Rethink & Diversify Securities