National Bank Financial received the highest score in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study and in the advised segment of the J.D. Power 2025 Canada Investor Satisfaction Studies, which measures the satisfaction of investors who may engage with any financial advisor(s). For J.D. Power award information, visit jdpower.com/awards.
Welcome
“I bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investments….yours!”
Discover our company
With over 20 years of experience in the financial industry, Markus and his network of specialists can provide you with the turn-key solutions provided by his Wealth Management Practise.
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
Our wealth management services*
As your Wealth Advisor, Markus can implement your financial plan to build your net worth by examining all areas of your financial situation including:
- Money management
- Portfolio management
- Severance planning
- Pension analysis
- Group RSP analysis
- Financial planning
- Retirement planning
- Insurance planning
- Banking solutions
- Business planning
- Individual pension plans (IPP)
- Estate planning
*Certain services listed above may be offered by subsidiaries of National Bank of Canada.
As a full service wealth advisor, Markus provides unbiased investment advice. He is not restricted to offering products from one firm.
Whether you are looking for GICs, ETFs, stocks, options, mutual funds, or a professionally managed turn-key portfolio, Markus can customize an investment solution customized to your risk tolerance.
Our investment approach
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.”
What makes us stand out
Our advice, support and dedication are greatly appreciated by all of our clients.
Indeed, you can always count on:
- our commitment to you and the achievement of your goals
- our innovative approach, whatever the service
- our integrity
- our professionalism
- transparency regarding our remuneration
Ranked #1, 2 years in a row
For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.
