Phone: 519-245-2530 ext 5353
An investment in knowledge always pays the best interest. - Benjamin Franklin
Marc is a Certified Financial Planner® and a Responsible Investment Specialist® professional as accredited by FP Canada and the Responsible Investment Association. Marc has adopted an innovative investment philosophy during his 7+ years within the financial industry and believes in the utmost importance of creating a financial plan first to ensure you are always investing with a clear goal and purpose. Through planning, Marc’s goal is to "disinherit the CRA" through tax minimization strategies for retirement cash flow and wealth accumulation plans, so you can work because you want to - not because you have to - while leaving the legacy you desire.
Marc began his career with Mainstreet in 2016, and during this time has had the opportunity to gain experience across a variety of personal and business financial services including lending, mutual fund, stock, bond and ETF advice, tax and estate strategies and more. Marc completed his studies in Business and Finance where he focused on retirement planning, estate planning, personal and business taxation, investments offered in Canada and many other financial topics helpful to his role today. He has since continued his studies through the Canadian Securities Institute and Financial Planning Canada of Canada to obtain his licenses and the designations. Marc is a life-long learner who provides his member’s the comfort of being up to date on the latest economic and industry trends. He firmly believes that his member’s interests are best served by continuously educating them on investment, tax, and estate strategies to ensure their investments are working for them. As a financial planner at heart, Marc loves to rework numbers and find the best plan tailored specifically to each client.