We focus on finding the right solutions for our clients' unique circumstances. Whether that is a concept or a financial product, it is important for you to know that we're not tied to any one investment company or supplier. That objectivity means we are focused on finding the best way for you to accomplish your own goals.
Members of our firm belong to a number of professional organizations and we are all committed to the education necessary to keep up-to-date on the matters that affect you and your retirement plans. Get in touch so we can discuss your options and help you build a strategy to achieve your goals.
Members of our firm belong to a number of professional organizations and we are all committed to the education necessary to keep up-to-date on the matters that affect you and your retirement plans. Get in touch so we can discuss your options and help you build a strategy to achieve your goals.
Services
Your first step is an initial consultation with a Solguard representative to discuss your needs, goals and objectives and to review your financial situation in detail. Next, we consider options available to you and outline our recommendations. We follow the industry's best practices by adhering to the 'six steps to financial planning' as set out by Advocis.
Mark offers securities through Manulife Securities Incorporated, and offers life, disability, and critical illness through Manulife Securities Insurance Agency. I understand that sound decision making in your financial affairs is paramount to the quality of your lifestyle, now and in the future.
My objective is to fully understand your current financial situation and then assist you in the design and implementation of a financial strategy that best meets the needs of your personal circumstances.We will then work closely together and monitor the ongoing progress of your unique financial strategy to help ensure that it continues to meet your needs well into the future.
My objective is to fully understand your current financial situation and then assist you in the design and implementation of a financial strategy that best meets the needs of your personal circumstances.We will then work closely together and monitor the ongoing progress of your unique financial strategy to help ensure that it continues to meet your needs well into the future.
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