About us

About Mark Albert, CEA, EPC, MFA-P

I hold a Business Administration Diploma from Sheridan College, as well as a Degree in Religious Education from Tyndale University. As a Financial Consultant, I hold the Designations of both Certified Executor Advisor (CEA), Elder Planning Counselor (EPC), and Master Financial Advisor in Philanthropy (MFA-P). I have had the privilege of helping families with their Wealth and Estate Planning Strategies in Ontario since 2008. I am currently a member of the Estate Planning Council of Canada.

My wife and I have been married for over 27 years and have 2 adult children. Our family lives in the Niagara Region in Ontario. We enjoy animals, as a result, over the years we have had many animals, including chickens for over 14 years, cats, a dog, hamster, ferret, and a rabbit.

With the launch of my book, "Ready, Reset, Refocus: Preparing for Retirement" I also founded MONEY with MARK ALBERT™ in August 2018 as a means of helping people learn financial concepts and principles that can understood and applied to their personal financial situation.

I've sat across the kitchen table from too many families who were paralyzed by the 'what ifs' of aging or the sudden weight of executorship. Seeing that stress firsthand is why I decided to go beyond traditional investment management and specialize in Elder Planning and Estate Settlement.

I believe that wealth isn't just about the numbers on a balance sheet; it’s about the impact you leave behind. Whether it’s supporting a local charity or a religious organization, I help families bridge the gap between their financial success and their desire to do good in the world.

Important values as a financial consultant would be:

Clarity over Complexity: I promise to explain financial concepts in plain English, not industry jargon.
Empathetic Guidance: Transitions like retirement or loss are emotional; your financial advice should be too.
Holistic Strategy: I look at your health, housing, and heirs, not just your portfolio.

I don't work in a vacuum. I pride myself on being a bridge between my clients and their legal or accounting professionals. By speaking the language of estate lawyers and tax specialists, I ensure that your financial plan and your legal documents are actually working together.

With CEA, EPC, and MFA-P designations, Mark Albert is recognized as a premier authority for estate planning seminars in Ontario.

Please feel free to visit my YouTube Channel called MONEY with MARK ALBERT™ or feel free to reach out to me to set up a Financial Workshop or Estate Planning Seminar for your organization. Go to the "Financial Workshops" tab on this site to learn more about the benefits of having a Financial Workshop or Seminar hosted at your place of work or non-profit organization.