Clients
Business Owners and affluent individuals
We are only successful when our clients are
We want to understand who you are, where you’re going, and why. Then we build a plan, using our Four Pillar Process™, that helps you Be Strong at Every Stage®.
“Mark is a constant friend. He is my go-to in terms of RRSPs, investments, life insurance, benefit plans. In my mind, I have that space taken care of.”
– Paul, Client
Mark Bull with Sean Hewlett, Chief Financial Officer, Perry Mechanical Inc. – Durham East
“Mark is able to anticipate our needs as we grow – he does not wait for us to reach out. And it NEVER feels like I am being sold.”
– Catherine, Client
Mark Bull with Mark Armstrong, Lawyer, MBAA Law Professional Corporation, Barristers & Solicitors
“Mark certainly didn’t need to do what he did for me. He went above and beyond. There was nobody there. He made himself available. I don’t think anyone would have done what he did.”
– Kathy, Client
“Every member of the family has their investments with Mark. Every member of the family has their insurance with Mark.”
– Sean Hewlett, Chief Financial Officer, Perry Mechanical Inc. – Durham East
“Mark is thinking of the family as a whole, and making sure they have a positive experience.”
– Mark Armstrong, Lawyer, MBAA Law Professional Corporation, Barristers & Solicitors
