Thank you for visiting 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, and Certified Executor Advisor (CEA) in the Greater Toronto Area.  

Being a CEA has had a significant impact when helping families with their financial strategy.

I have been happily married for over 23 years, and we have 2 wonderful 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 and am a Certified Executor Advisor.  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. 

To discuss over the phone, please reach me at 416-659-6655 or by email at markalbertpfs@gmail.com

                                  As a Certified Executor Advisor, I will work

                                  diligently at better understanding your                                          current financial situation and will 

                                  provide you with detailed financial 

                                  strategies on how you can achieve your individual and family goals. These strategies assist in reaching 

your short, medium, and long-term financial goals. 

Working Coffee

Please feel free to request a Personal Financial Review to see how you can improve your overall financial strategy.

Warmest Regards, 

 Mark

I CAN HELP...

Identify Your Financial Goals
Assess Your Current Financial Situation
Explain Your Options
Develop A
Financial Strategy