Mark is the founder of MONEY with MARK ALBERT™ and a seasoned financial and estate planning strategist who has been helping Ontario families navigate their wealth and estate journeys since 2008. With a career rooted in education and clear communication, Mark’s mission is to simplify the often-intimidating world of finance into actionable, common-sense principles.

Before entering the financial services industry, Mark earned a Business Administration Diploma from Sheridan College and a Degree in Religious Education from Tyndale University. This unique blend of business acumen and a service-oriented background defines his empathetic approach to client care.

Areas of Focus & Expertise:

Certified Executor Advisor (CEA): Mark specializes in helping families and executors navigate the complexities of estate settlement, ensuring that the transition of wealth is as seamless and stress-free as possible.

Elder Planning Counselor (EPC): With deep insight into the social, health, and financial challenges facing seniors, Mark provides holistic guidance that looks beyond just investments to include long-term care and aging-in-place strategies.

Published Author & Speaker: In 2018, Mark published his book, Ready, Reset, Refocus: Preparing for Retirement. He is a frequent speaker and delivers many financial & estate planning seminars or workshops, dedicated to empowering people with the literacy they need to secure their future.

Benjamin Albert

Financial Consultant

Benjamin brings a rigorous analytical background and a passion for detail to the team. Before joining the family practice, Ben honed his skills in the accounting world, earning a Business Administration Diploma, Applications & Accounting Specialist.

His professional journey included serving as a student accountant for three terms at a local accounting firm, where he gained "boots-on-the-ground" experience in tax structures and financial reporting. This technical foundation allows him to look at a family’s portfolio through a unique lens—balancing growth with structural efficiency.

Areas of Focus & Development:

Wealth & Estate Planning: Translating complex financial goals into actionable roadmaps.

Specialized Advocacy: Ben is currently pursuing his Elder Planning Counselor (EPC) designation, reflecting his commitment to the unique needs and challenges faced by our senior clients and their families.

Strategic Growth: Developing comprehensive, multi-generational wealth strategies that align a family’s current assets with their long-term vision for their estate and heirs.

Why Work With Our Team?

By combining Mark’s extensive experience in estate and elder planning with Benjamin’s background in accounting and modern financial tools, we offer a "total-picture" approach. Whether you are planning for your own retirement or managing the estate of a loved one, our father-son partnership provides the continuity and depth of knowledge your family deserves.

Our Mission: Families Serving Families

Our mission is simple: to provide families with the clarity, confidence, and continuity they need to build and protect their legacies.

We understand that wealth is about more than just numbers on a page—it represents your hard work, your values, and your hopes for the future. As a father-son team, we treat your family’s financial security with the same care and long-term perspective that we apply to our own.

Our Core Values

1. Multi-Generational Continuity

Financial planning is not a one-time event; it is a decades-long relationship. Our team structure ensures that the advice you receive today will be supported by a consultant who knows your history and your family for years—and generations—to come.

2. Holistic Stewardship

We don't just look at investments in a vacuum. By combining Elder Planning (EPC), Estate Advocacy (CEA), and Accounting principles, we manage the "total picture"—considering tax efficiency, family dynamics, and the unique needs of every life stage.

3. Education First

Knowledge is power. Inspired by Mark’s background in education and authorship, we are committed to transparent communication. We believe a client who understands the why behind their plan is a client who can move forward with peace of mind.

4. Integrity and Accessibility

We pride ourselves on being approachable and ethical. Whether you are navigating a complex estate as an executor or just beginning your wealth-building journey, you will always have direct access to our team and our honest professional guidance.

"Building a legacy that honors how you live, protects those you love, and serves the community you care for."

We believe that true wealth management isn’t just about the numbers on a balance sheet—it’s about the people and the values behind them.

As a father-son team, we don’t just talk about legacy; we live it every day. We understand the unique dynamics of family, the complexities of wealth, and the profound desire to ensure that what you’ve built continues to do good for the people and causes you cherish.

Why We Are Different

Effective estate and legacy planning requires more than financial math; it requires empathy, foresight, and a specialized understanding of the transitions of life.

Honoring How You Live:
- We create strategies that reflect your current lifestyle and values, ensuring your financial plan is an extension of your personality.

Protecting Those You Love:
- With specialized designations as a Certified Executor Advisor (CEA) and Elder Planning Counselor (EPC), we provide the technical expertise to shield your heirs from unnecessary stress and protect your family’s harmony.

Serving Your Community:
- We help you identify ways to turn your success into a lasting contribution, ensuring your impact is felt in the community long after you’ve passed the baton.

Our Team

Father-Son Financial & Estate Planning Team

Mark Albert, CEA, EPC