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MONEY with MARK ALBERT™
MONEY with MARK ALBERT™ is all about financial education. Educating people about MONEY is a passion of mine. I trust that you will enjoy my website. I am an Author, Speaker, Financial Consultant, Certified Executor Advisor (CEA), and Elder Planning Counselor (EPC) in the Niagara Region in Ontario. Being a CEA and EPC has had a significant impact when helping families with their financial strategy.
I have been happily married for over 26 years, and we have 2 wonderful adult children. I hold a College Diploma in Business Administration and a Bachelors Degree in Religious Education.
I started in the financial industry back in 2008. I currently hold a Life Insurance License, a Certified Executor Advisor Designation, as well as an Elder Planning Counselor Designation. In 2018 I published my first book called "Ready, Reset, Refocus: Preparing For Retirement." Since publishing this book, I have been giving a free copy to all those who meet with me for an initial consultation as a way of thanking them for their time.
As a Financial Consultant who has a strong desire to help families succeed in their financial, estate, and wealth planning goals. I recognized a critical need to increase complexities faced by seniors and their families, and the often overwhelming burden placed on executors. This realization inspired me to specialize, leading me to earn both the Elder Planning Counselor (EPC) and Certified Executor Advisor (CEA) designations. My mission goes beyond just managing investments; it's about providing comprehensive, empathetic guidance through life's most significant transitions, ensuring peace of mind for all generations.
With the EPC, I help clients navigate the unique challenges of aging, from optimizing retirement income and understanding long-term care options to planning for health, housing, and legacies. My CEA designation allows me to expertly guide individuals through the intricate process of estate settlement, offering practical support and clarifying legal and tax complexities for executors. This combined expertise means I can serve as a holistic advisor, not only helping you build and preserve wealth, but also ensuring your wishes are honored and your loved ones are supported, both now and in the future.
DISCLAIMER
The information provided on moneywithmarkalbert.ca is for educational purposes only and is intended to offer general knowledge and understanding of various financial, estate, retirement, and tax concepts. This website does not provide personalized financial advice, legal advice, accounting advice, or specific estate planning advice.
The content on this site is not a substitute for professional consultation tailored to your individual circumstances. Financial, legal, accounting, and estate planning situations are unique and complex, requiring careful consideration of your specific needs, goals, and applicable laws and regulations in Ontario, Canada.
Before making any decisions or taking any action based on information found on this website, you should always consult with a qualified professional or many professionals such as a Certified Executor Advisor (CEA), Elder Planning Counselor (EPC), financial advisor, estate lawyer, or accountant, who can provide advice specific to your personal situation. Your reliance on any information from this website is solely at your own risk.