Advanced Tax Planning Strategies & Tax Minimization
Be strong
at every stage®
At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people aren’t even aware of.
We are the first people our clients call when they need the care of a trusted partner, and when they need a problem solved.
“When I need to feel taken care of, he is the first person I call.”
– Catherine, Client
What we do
What stage are you at?
You might be just starting to build your business or career. You might be mid-life and seeking to protect and grow your wealth. Or you might be approaching divestment or retirement and thinking about what comes next – and what legacy you want to leave. At Bull Financial, we help you Be Strong at Every Stage®.
Our Four Pillar Planning™ process
Our Mission
We use our Four Pillar Planning™ process to help our clients achieve their dreams at every stage of life.
Be Strong at Every Stage®
Whatever stage you’re at, we have every aspect of your wealth management needs covered by our unique Four Pillar Planning™ process, which encompasses:
About us
Our Story
Our team is personal, calm, proactive, fun loving, humbly distinguished – and small and mighty.
About us
Our Story
Our team is personal, calm, proactive, fun loving, humbly distinguished – and small and mighty.
President
Mark Bull
MFA-P, CLU, CFP, CHS, CEA
Our president, Mark Bull, is a Master Financial Advisor with elite designations:
- Certified Financial Planner (CFP)
- Master Financial Advisor – Philanthropy (MFA-P)
- Certified Executor Advisor (CEA)
- Certified Health Insurance Specialist (CHS)
- Chartered Life Underwriter (CLU)
Mark has been a member of MDRT, the Premier Association of Financial Professionals, for 30 years. He is Legacy Strategist for Lakeridge Health Foundation, provided strategic counsel in their successful $20-million Our Cancer Campaign, and is a personal champion of the Foundation, having donated $1-million through planned giving in 2023.
Philanthropy
Bull Financial makes $1-million legacy gift to Lakeridge Health Foundation
Oshawa
April 26, 2023
Bull Financial today made a $1-million legacy gift to Lakeridge Health Foundation, with 50% of the future donation going toward the highest priorities for patient care at Lakeridge Health, and 50% to help establish an endowment fund focused on cancer care.
In his remarks to Lakeridge Health CEO Yves Gadler in a short ceremony, Bull Financial president Mark Bull emphasized that many Canadians would be surprised to know that they too have the ability to be major donors to the charitable causes of their choice – by implementing a straightforward but vastly underused financial strategy.
The gift was made in alignment with Bull Financial’s dual vision:
- For our clients to build a lasting legacy, something valuable and meaningful that outlives us all, and for us to do the same.
- To raise $25-million in philanthropic donations by December 31, 2028, by educating
and challenging our clients and partners.
What legacy to do you want to leave? Click for more food for thought.
The value of advice and charitable giving
History clearly shows that the longer you work with an investment advisor, the better your results will be. And giving back to support the causes that are important to you is more than just generous – – it’s also good tax planning.
