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Mark McGrath | Wealth Advisor | Financial Planner | Squamish
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Mark McGrath

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

I help Canadian physicians treat financial uncertainty.

Over the past decade, I've worked with over 500 physicians and their families to gain clarity, confidence, and comfort with their finances.

Follow me on Twitter & LinkedIn for financial planning discussions for Canadian Physicians: @MarkMcGrathCFP

Or, email me to find out how I can help you.

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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.

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

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