Mark McGrath

Change your cover photo

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.

This user account status is Approved

About About

Reviews Reviews

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 ?
See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/

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

About Mark

Investible Asset Range: Not applicable

Years in Business: 14

Fee-based: Yes

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.

Wellington-Altus Private Wealth

38139 2nd Avenue
PO Box 763
Squamish
British Columbia
Canada
V8B0W1

About Mark

Wellington-Altus Private Wealth

Consumers

Advisors

AdvisorSavvy

Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor