Corporate Investment and Insurance Planning
Mark has been our financial advisor since 2002 when we moved to Ottawa. Since then he has provided sound advice and we have always appreciated his approach. He has handled our personal, RESP, corporate and insurance business. We are very pleased with our returns. Mark and Brett are professional, conscientious and knowledgeable. They come up with creative solutions to ensure my wife and I meet our financial goals and are diligent in ensuring that our portfolios have a proper mix, while minimizing fees. I have learned a lot from Mark as he takes time to educate his clients. I highly reccomend FPWM.