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.

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