Overall Rating
Knowledge Knowledge Knowledge
Mark has many great characteristics, his strongest characteristic in my opinion is Knowledge. He explains things in a way that normal people can understand, these things are difficult for the average person to grasp, however Mark communicates them in a way that makes sense. In addition to his knowledge, he exudes a strong presence and a sort of confidence that allows you to trust him and believe what he’s saying is authentic and true. He’s able to assist with advice, guidance, support - and whatever else you may require, financially. I have and will continue to recommend Mark to anyone and everyone. Thanks Mark!
Knowledgeable and Objective
Mark is a consummate professional and also extremely personable. He provides pragmatic advice that is well balanced and objective. I have known Mark for eight years, and can say without reservation that he is one of the most reliable and knowledgeable people I know in Canadian financial services. Mark prides himself in being “evidence based”, a quality every client should seek in a financial advisor.
Very knowledgeable with clear explanations
I thought I was pretty savvy when it came to financial planning and was reluctant to talk with advisers. But Mark has taught me so much and has been great at answering my questions and expanding my financial plan with less risk. He’s very knowledgeable and communicates well for an easier understanding of otherwise complicated topics.
The best advisor for working class people
Our family decided to go with Mark to help with our financial planning and investments. Being regular middle class people, we didn't speak the financial language but Mark explained it in a clear and consise manner that made complete sense. He's always available if we have any questions and we're fully confident in his ability to help us save for retirement and our childrens' college educations. Tackling investing on your own can be a daunting task and Mark removed any worries we had going in. He presents realistic goals and works to help you reach them. We're very happy to have Mark working for us.