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Mark McGrath

Investment AdvisorWellington-Altus Private WealthSquamish, British Columbia

Control your money, or your money will control you. My father instilled in me a passion for financial planning and personal finance at a young age. I have since nurtured this obsession into a commitment to educate and assist others in reaching and exceeding their financial dreams through purposeful, evidence-based, and comprehensive financial planning. I have spent the majority of my career focused on high-income professionals, and have expertise in investment, tax, retirement, and estate planning for small business owners and their families.

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

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
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