Mark Bowyer B.Comm, PFP

Investing With A Financial Plan

The result is a custom-tailored strategy that will help you achieve your financial goals. A personal plan that will show you how to optimize your financial decisions to make the most of your wealth, now and in the future.

With Financial Services Industry experience since 1994 the foundation of my practice is built on a holistic wealth management process discovering the most appropriate investment and financial planning strategies for my clients and their families.

Mark Bowyer

Investment Advisor & Financial Planner

Who we can help

Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets. Our clients include:

Busy executives and professionals looking to free their time to focus on personal and career goals
Successful business owners and self-employed professionals who need help managing personal and business assets
Pre-retirees who want to make the most of their retirement savings as they approach retirement
Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Philanthropists looking for creative ways to enhance their legacy to chosen charities
Non-profit organizations requiring assistance managing investment assets according to specific guidelines

With Expertise In:

Financial Planning
Tax-efficient Portfolio Management
Retirement-lifestyle Planning
Estate Planning
Solutions for Incorporated Health Care Professionals (IPPs)
Retirement Income Portfolios