About Us
At Palmer Financial Group, we believe financial guidance should feel as natural as a conversation with a trusted neighbour. For over three decades, our Maritime Way approach has been rooted in trust, personal relationships, and a commitment to serving you with care and integrity.
Your goals come first.
We know that financial planning isn’t just about the numbers—it’s about understanding your story. What are your dreams, priorities, and concerns? We take the time to listen and learn, building a lifelong partnership that goes beyond spreadsheets. Together, we create a tailored financial plan designed to achieve your unique goals while ensuring every piece—investments, insurance, tax, and estate planning—fits seamlessly into your life.
Here when you need us.
Being accessible and dependable is just part of who we are as Maritimers. We’re always just a phone call away, and calls are returned the same business day. Whether you need a quick check-in, help coordinating with other professionals like accountants or lawyers, or guidance on a sudden financial decision, we’re here to make things simple and stress-free.
Your peace of mind is our priority.
We want you to rest easy knowing your finances are in good hands. Our investment philosophy focuses on steady, long-term growth, always aligned with your personal risk profile. By keeping a close eye on your portfolio and adjusting as needed, we ensure your financial plan is always moving in the right direction—so you can focus on living your life.
Opportunity meets preparation.
Life changes, and so do financial opportunities. That’s why we regularly review your full plan, looking for ways to adapt and take advantage of new possibilities. From optimizing tax strategies to adjusting for life events, we ensure your plan evolves alongside you.
Transparency and education at every step.
We believe the best financial relationships are built on trust, honesty, and education. We’re here to help you understand the "why" behind every decision, empowering you to feel confident about your financial future. Through newsletters, seminars, and even a lending library of the best personal finance books, we provide the resources you need to make informed choices.
Built on Maritime values.
At Palmer Financial Group, we take pride in doing things The Maritime Way—with a handshake, a friendly smile, and the kind of personal service you only get from someone who truly cares. We treat every client like a neighbour, building relationships that last a lifetime and plans that adapt to life’s ups and downs.
Let’s build your financial future together. You can count on us to be your trusted partner, every step of the way.
I discovered Mark through mutual connections about five years ago, and he's been handling my pension and retirement planning ever since. All it took was one LinkedIn message and he was off and running, developing a financial plan that worked for my specific life situation. I knew from his reputation and from seeing other relationships he'd built with people in my network, that I'd made the right choice to place my trust in him. Since then, he's taken the extra time to get to know me even better, and has been there to manage and help make sense of every aspect of my plans for the future."