Mark Courneya CFA, CFP

Mark’s relationships are based on respect, care and attention. His approach is characterized by: 

• Personalized and attentive service to guide you through a wide variety of situations you may encounter.
• Liaising with a variety of providers to ensure your best interests are protected.
• Simplifying retirement and estate planning to give you confidence in your plan.

Mark’s areas of expertise include:

• Helping maximize the impact of your group retirement program for business owners and employees.
• Retirement and estate planning for individuals and corporations, so that no matter what the future brings, you’re prepared.

EDUCATION

• BA Economics & Business – Bishop’s University
• Chartered Financial Analyst – CFA Institute
• Certified Financial Planner – Financial Planning Standards Council