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Mark McGrath

Investment Advisor | Financial PlannerWellington-Altus Private WealthSquamish, British Columbia

I specialize in high-income professionals and business owners. Using an evidence-based and comprehensive wealth management approach I ensure the security, prosperity, and longevity of their wealth.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Investment Planning Tax Planning Works Remotely Investment Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

British Columbia

Certification/Additional Courses ?

CFP® CIM® CLU®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Stock
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