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.
Having been raised in Mississauga while it was still considered small, it comes as no surprise Charline and her husband would become long-time residents of Burlington, where they have happily raised their family. Charline and her husband enjoy golfing, skiing, curling and kayaking. Her career in financial services started in banking while still in high school, later attending Brock University then successfully completing several courses to become insurance licensed and able to advise on investments and securities. With her compassion for people, Charline enjoys using these skills when working with Mark's clients.
We offer a free consultation — no-strings-attached. See if SimpleSmartAdvice is right for you.