Our Team

Mark joined his father’s financial planning business in 2019, near the end of his 15 years in the underground construction industry, first as a contractor, then as a consultant. His engineering training and experience followed by obtaining his financial planning credentials have prepared him well to support the financial well-being of his clients. As a husband and father of two young children, he considers sound financial planning that incorporates all elements of protecting and growing a family’s hard-earned wealth to be indispensable. It is of primary importance to him that each of his clients have peace of mind about their financial outlook and feel prepared to weather the inevitable storms that come in life.

Mark was born and raised in southern Ontario but has worked and travelled all across our big, beautiful country. His passions and interests are too many to list, but include spending time with people, reading and learning about things old and new, good food, drink and music, baseball, and enjoying the great outdoors.

Kristy is a dedicated professional born in southern Ontario.  She holds a diploma in Hotel and Resort Management from Georgian College, Barrie.  With 15 years of experience in office administration and financial services at CitiBank, Chiropractic office, RBC Insurance and working for David, Kristy excels in customer service, organization, communication, and planning. Beyond her career, she's a loving mother and wife who resides in Waterdown. In her free time, Kristy delights in family moments, shopping, beach outings, and savoring delicious food.