Simplify your finances. Get started with Simple Smart Advice
Oops! Something went wrong while submitting the form.
Working as a team since 1993, we've become known as the 'go to' people in Aldershot for sound financial advice. We're proud of that. We understand financial matters. In fact, we thrive on the stuff.
Mark considers himself blessed to have been advising his clients and their families since 1993. Prior to that, he spent four years with a national accounting firm, earning his CA designation and, in the process, figuring out that straight accounting wasn't for him (love what you do and you'll never work a day in your life…).
Over three decades later, more than 100 family groups have entrusted their hopes and dreams to his team. Along the way he earned his Certified Financial Planner Professional and CIM designations and somehow found time to write a column for the Hamilton Spectator and articles for a number of other publications including CA Magazine. He takes seriously the trust you have placed in Aldershot Financial Group and tries to live by Matthew 7:12: "In everything, therefore, treat people the same way you want them to treat you."
Life is sometimes complicated. Mark tries to make your finances simple. He will always be straight with you because that's what our clients have come to expect – SimpleSmart advice.
Tracy was raised in the Stratford area and then studied Business at Redeemer University in beautiful Ancaster, Ontario. After several months volunteering in Africa and a few years working in different accounting settings, she returned to Redeemer University, working in the Financial Services Department for 23 years. While there, she earned her CPA designation. Over the years, she has enjoyed volunteering with several charities. She joined Mark at Aligned Capital Partners Inc. in 2024 as an Investment Representative and is thankful and thrilled to serve Mark's clients.
We offer a free consultation — no-strings-attached. See if SimpleSmartAdvice is right for you.
