Markus incorporates a ‘big picture’ overview, and than implements the
solutions to their individual components in a tax efficient
manner.
By monitoring and reviewing your situation as you journey through
your life, Markus will provide you with advice on maximizing the
benefits of RRSP, RESP, TFSA and RRIF.
This may include working with your existing accountants and lawyers,
or with one the specialist Markus utilizes.
Whether you are actively involved in your investments and are
looking for some value added, second opinions, or are looking for a
turn-key solutions so that you can focus on more important priorities
like family and travel, Markus can provide you a customized solution.
“As a National Bank Financial Wealth Advisor, I have the expertise
and all of the necessary resources at my disposal to help you reach
your investment objectives. I provide each of my clients with a
personalized approach and an investment portfolio that is custom-built
to ensure the best fit with their individual needs.”