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