Testimonials

I’m grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism I offer. Please take time to read the following:

Mark did a great job in helping us to improve our employee Group Benefits plan while bringing additional value to our employees via highly informative seminars on various financial topics.

From a Business
Paul Vedam, CEO, TierOne OSS Technologies Inc.

Mark put some safeguards in place to protect me and the business in the short term, while developing a plan that maximizes corporate assets and minimizes taxes well into the future.

From a Business Owner
Dave Wingert, Owner, Dettmer Tire & Auto Centre

Mark is a pleasure to deal with. He is always professional and knowledgeable. He responds to our inquiries in a timely manner. He has guided my husband and I through the process with transparency, and provided us with a plan to suit our individual needs. We would highly recommend his financial services.

From a Family
R. Jamieson

Mark invested many hours over several meetings with us to put a plan in place that ensures my wife and I will be on solid financial footing well into our 90s, and beyond if we make it that far. It was way more than we expected.

From a Senior Citizen
F. Viveen
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Representing Freedom 55 Financial, a division of London Life Insurance Company
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