|
Name
|
: Mark Jankovics, CFP, CIM, CIWM, FCSI
|
Title
|
: Financial Advisor / Partner |
City
|
: Halifax |
Phone
|
: (902) 700 6444 |
Website
|
: www.wealthgro.ca |
|
About Me
Mark is a Co-Founder of WealthGro Financial - a leading Independent Financial Advisory firm offering INVESTMENTS * INSURANCE * ADVICE - proudly serving Ontario and Nova Scotia. We have partnered with a number of globally respected financial institutions including top Insurance, Wealth Management, and Private Wealth companies to ensure best-in-class solutions for your needs. As such, we have the freedom & flexibility to provide you with the very best options for your unique situation.
Prior to Co-Founding WealthGro Financial - Mark was a Director of Wealth Planning for BMO Private Wealth leading the Wealth Planning and Financial Planning for the High Net Worth segment. With 20 Years of experience helping successful business owners, professionals, and families he holds multiple professional designations (Certified Financial Planner, Chartered Investment Manager, Certified International Wealth Manager, and Fellow of the Canadian Securities Institute).
As a CERTIFIED FINANCIAL PLANNER (CFP ®) he offers unbiased advice and is ready to help with all aspects of your financial affairs: from cash flow management/budgeting to help you find the money, tax-efficient investing, planning for retirement, insurance, and risk management, tax planning and estate planning among other planning needs.
Our goal is to Help You Grow Your Wealth and Protect what is important to you – your health, your family, your business, and your retirement.
SAVE MONEY, SAVE TAX & LIVE WELL and contact us today