Mark’s expertise ranges from individual to corporate financial planning to estate planning. His honesty and easy-going nature have been instrumental in his success.

A graduate of Brock University, Greg is a Certified Financial Planner, Chartered Investment Manager, Certified International Wealth Manager and one of 5000 Fellows of the Canadian Securities Institute in Canada. Greg joined Mark as a significant Partner November 1st, 2021, and has been working as an industry professional since 2009.

Paul has over 25 years of experience in the insurance industry and specializes in group benefits as well as corporate health, life and disability plans. He is a licensed life insurance agent and a Certified Employee Benefits Specialist (CEBS). He holds a certificate in Labour Management Relations from Niagara College. Paul is a past president and member of the year of the St. Catharines Business Club.

Since joining the team in 2011, Melanie is most often the first person you encounter when contacting or visiting the office. Her successful career in the Customer Service industry contributes significantly to her effectiveness as “Director of First Impressions”. She offers our clients personalized service, and maintains strong relationships with our fund company partners.

Lorraine has enjoyed being a part of the insurance industry since 1986. During this time she has held positions in local supervision, regional management, training, consulting, sales and service.