Mark Parent

My Background

My Team and I bring structure and coordination to all areas beyond investments. Planning for the future is undoubtedly one of the most significant details for you and your family. We work with our clients and their extended families to develop a complete financial plan to help focus on what truly matters.  We regularly review Wills to ensure they not only reflect your wishes but also have the appropriate people involved to carry them out. We help co-ordinate with our client’s additional professional services to ensure your desires and strategies are congruent.