top of page

 

With specialized CEA, EPC, MFA-P, RWM designations, Mark Albert is widely recognized as a go-to educator for estate planning seminars in Niagara Region.

Seminars or Workshops in Niagara Region​​​​​​​​

​​

Estate Planning Seminars in Port Colborne

  • Estate Planning Seminar at Friends Over 55 Recreation Centre in Port Colborne, Ontario.  Speaker is Mark Albert, CEA, EPC, MFA-P.  This Seminar in Estate Planning will be on July 8, 2026 at 10:00am-11:30am.  Free and Open to the Publsh.  Port Colborne, is in Niagara Region of Ontario.

Estate Planning Seminars in Welland

​​

  • Estate Planning Workshop with Mark Albert, CEA, EPC, MFA-P in Welland Ontario / Niagara Region. Ben Albert, EPC will be teaching some aspects of this presentation. Date is June 25, 2026 at 1pm.  No registration needed.  This Estate Planning Seminar is FREE and Open To The Public

Estate Planning Seminars in Fort Erie

​​

​​​​

​​​

​​​

​​​​

​​

​​​​​​

Estate Planning Seminars in Niagara Falls

​​​​​

​​

Seminars in St. Catharines

  • Estate Planning Panel Speaker for Habitat for Humanity Niagara / Webinar Open to the Public at 7pm on October 6, 2026 / Habitat for Humanity Niagara office is located in St. Catharines, Ontario (Link to Register is coming - Thanks for your patience)

  • Estate Planning Panel Speaker for Habitat for Humanity Niagara / Webinar Open to the Public at 12pm on November 19, 2026 / Habitat for Humanity Niagara office is located in St. Catharines, Ontario (Link to Register is coming - Thanks for your patience)

Seminars or Workshops in Southern Ontario Cities​​​​​​​​

​​​​​​​​​​​

Seminars in Brampton

​​​

​​

Seminars in Mississauga

​​

Seminars in Waterloo

  • First Baptist Waterloo - Financial Conference Speaker - April 24, 2027

If you would like to book Estate Planning Seminar with Mark Albert, CEA, EPC, MFA-P, RWM as a Speaker, please contact Mark at either 416-659-6655 or markalbertpfs@gmail.com.

​​​​

​Mark Albert, CEA, EPC, MFA-P, RWM can be made available to do a Estate Planning Seminars in the following cities: ​​

 

Mark Albert, CEA, EPC, MFA-P, RWM is available as a Financial Speaker in Fort Erie

Mark Albert, CEA, EPC, MFA-P, RWM is available to do Financial Workshops in Niagara Falls 

Mark Albert, CEA, EPC, MFA-P, RWM can be Financial Speaker in St. Catharines 

Mark Albert, CEA, EPC, MFA-P, RWM can be an Estate Planning Speaker in Welland, Ontario 

Mark Albert, CEA, EPC, MFA-P, RWM can be an Estate Planning Speaker in Wainfleet 

Mark Albert, CEA, EPC, MFA-P, RWM as Speaker with Estate Planning in Port Colborne 

Mark Albert, CEA, EPC, MFA-P, RWM can do Financial Workshop for Seniors in Grimsby 

Mark Albert, CEA, EPC, MFA-P, RWM as Estate Planning Speaker in Niagara-on-the-Lake 

Estate Planning with Mark Albert, CEA, EPC, MFA-P, RWM in West Lincoln 

Financial Workshop for Seniors with Mark Albert, CEA, EPC, MFA-P, RWM in Pelham 

Estate Planning Workshop with Mark Albert, CEA, EPC, MFA-P, RWM in Thorold 

Financial Workshop with Mark Albert, CEA, EPC, MFA-P, RWM in Hamilton 

Financial Literacy with Mark Albert, CEA, EPC, MFA-P, RWM in Waterdown 

Estate Planning with Mark Albert, CEA, EPC, MFA-P, RWM in Burlington 

Estate Planning with Mark Albert, CEA, EPC, MFA-P, RWM in Oakville 

Mark Albert, CEA, EPC, MFA-P, RWM as Financial Speaker, in Brampton 

Mark Albert, CEA, EPC, MFA-P, RWM as Financial Speaker in Mississauga 

Estate Planning with Mark Albert, CEA, EPC, MFA-P, RWM in Toronto 

Estate Planning with Mark Albert, CEA, EPC, MFA-P, RWM in Greater Toronto Area 

Mark Albert, CEA, EPC, MFA-P, RWM as Financial Workshop Educator in Barrie 

Financial Workshop with Mark Albert, CEA, EPC, MFA-P, RWM in Alliston 

Financial Workshops with Mark Albert, CEA, EPC, MFA-P, RWM in Innisfil 

Financial Workshops with Mark Albert, CEA, EPC, MFA-P, RWM in Niagara Region 

Financial Workshops with Mark Albert, CEA, EPC, MFA-P, RWM in Halton Region 

Financial Workshops with Mark Albert, CEA, EPC, MFA-P, RWM in Peel Region, Ontario

Estate Planning Seminar Speaker Mark Albert, CEA, EPC, MFA-P, RWM in Niagara Region 

Estate Planning Seminar Speaker Mark Albert, CEA, EPC, MFA-P, RWM in Halton Region 

Estate Planning Seminar Speaker Mark Albert, CEA, EPC, MFA-P, RWM in Peel Region

For educational videos, please subscribe to MONEY with MARK ALBERT™ ​​

 

 

 

Photo 2018-11-01, 12 16 30 PM.jpg

Premier Estate Planning Seminars in the Niagara Region: Meet Mark Albert, CEA, EPC, MFA-P, RWM​


Planning for the future is about far more than numbers on a balance sheet, it is about protecting the people, values, and life’s work you hold most dear. Yet, navigating estate administration, tax minimization, and asset transition can feel overwhelming during moments of life transition. Mark Albert, CEA, EPC, MFA-P, RWM, serves as a steady, compassionate guide for families across the Niagara Region. Grounded in a deep, personal commitment to helping neighbors care for one another, Mark brings both heartfelt empathy and rigorous technical precision to legacy planning. Holding four specialized designations: Certified Executor Advisor, Elder Planning Counselor, Master Financial Advisor in Philanthropy, and Real Wealth Manager, he offers a complete, 360-degree approach that honors both your practical financial goals and your emotional peace of mind. In his educational seminars, Mark gently demystifies complex financial strategies into clear, actionable steps, showing seniors and families in Port Colborne, Welland, Fort Erie, and Niagara Falls how to protect their hard-earned wealth, bypass unnecessary probate fees, and lift the heavy burden of uncertainty from their future executors.

Driven by a genuine heart for community, Mark regularly brings these supportive workshops to local senior centers, non-profits, employers, and community groups throughout Southern Ontario. He understands that discussing powers of attorney, late-stage retirement, health-span considerations, and tax-smart charitable giving can bring up sensitive feelings for families. That is why his presentation style balances deep professional authority with authentic warmth, patience, and care. Mark creates a comfortable, welcoming space where attendees feel truly heard and supported as they address critical decisions regarding retirement income and legacy giving. By seamlessly bridging the technical mechanics of Ontario estate strategy with what matters most, your family harmony, dignity, and a lasting legacy of love, Mark equips you to step forward into your family’s future with heartfelt confidence and total clarity.

Host an Estate Planning Seminar in Your Community

To book Mark Albert, CEA, EPC, MFA-P, RWM for your next community event, church group, or organizational workshop in the Niagara Region, call 416-659-6655 or email markalbertpfs@gmail.com.

bottom of page