Meet Mark
Meet Mark Palmer, Your Financial Advisor
Mark is a seasoned professional that has dedicated over three decades to helping people achieve their financial goals. He’s made it his primary focus to build solid relationships that allow him to tailor services to each client’s unique situation and future goals.
If you’re searching for someone to serve as your chief financial advisor - he’s got the credentials, the network and the experience to both develop your strategy and execute all the important details.
Mark trusts only the best and most experienced in the business by his side, to help execute and manage your financial goals. He calls on a select group of professionals, depending on the specialists needed for your specific circumstances. He has a tight network of insurance planning, estate planning and wealth management pros who are always ready to help him, help you.
" I admit, as an average income earner, other than RRSPs I've never really had the occasion where I had money to call "additional funds" to concern myself with what to do with it. Eighteen years ago, due to business closure, as an employee I had to decide where to move the small amount of pension I had acquired while with the company. It was recommended by a colleague to call Mark Palmer, an investment guy, he would be able to help me. I thought: “Great. Another lingo-swinging businessman trying to sell me something then vanish.” While I must say that, yes, the lingo was above my head, he didn't vanish! Mark did his due diligence by taking the time to explain other options with me with me as well, with regards to RRSPs and investment loans (something my bank never did). One of many benefits l've received from having Mark as my “investment guy" is that I can contact him anytime, any day, anywhere. He’ll return my call within the day; most often sooner. Just like my doctor or insurance representative, my money affects my wellbeing. I want to be able to speak to these individuals when I need to, and Mark is always available. When I need to ask questions, I don't want to speak with a new agent or to a voicemail. I want to speak with the person I did business with, in the beginning. Since the pandemic, it seems we never speak to the same person twice, the rapport between customer and provider has deteriorated in so many facets of our society. No face, no familiarity. I am blessed to have an investment advisor who meets me at my convenience, face to face, whenever I need to."
Dawn Evans
Patty Lawrence – Mark’s Administrative Right Hand
Every team needs an admin superstar, and Patty is our go-to. Her keen attention to detail is both required - and welcomed - in the financial planning industry. Our clients can rest easy knowing that when it comes to their correspondence, records and all things paperwork, things are kept secure and organized - with all T’s crossed and I’s dotted.
"Mark has been my financial advisor for 30+years. In all that time he has always been there addressing any financial needs I have. He is a professional that shows passion, knowledge, and expertise and has a genuine interest in achieving the best for me. He goes above and beyond to make sure I understand my financial world. He has my best interests at heart, and I can’t imagine trusting my financial needs to anyone else."