MFA-P, CLU, CFP, CHS, CEA
“When I need to feel taken care of, he is the first person I call.”
That statement, made by client Catherine, is the kind of thing you hear a lot about Mark. As is this sort of comment, from Kathy: “He 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.”
Testimonials like these are important to the telling of Mark’s story, mainly because he is so reluctant to talk about himself. This much, however, can be gleaned:
- He has four sons
Christopher, Tanner, Shane and Noah. Christopher has a Bachelor of Information Technology, and a Diploma in Media Arts and Design, from Ontario Tech University. Tanner attended Concordia University in Wisconsin on a hockey scholarship, as Shane and Noah are doing now at Oswego University in upstate New York.
- He is a huge fan of Frank Sinatra
He admires Frank as a master of his craft – for his precise enunciation and the telling of a compelling story through song. Mark may not do a lot of singing, but he loves to play guitar, a collection of which he keeps at his cottage home on Lake Simcoe. It is Sinatra’s crisp enunciation that Mark personifies in his work life. As his client Rob says, “Mark approaches things with a process, which creates a sense of calmness.”
- He himself wants to leave a legacy
He serves as Legacy Strategist for Lakeridge Health Foundation, where he provided strategic counsel in a successful $20-million campaign, and is a personal champion of the Foundation by donating
$1-million through planned giving. As well, his vision is to raise a further $25-million in philanthropic donations by December 31, 2028, by educating and challenging his clients and partners.
- He wants to help clients achieve their dreams at every stage of life
In other words, to Be strong at every stage™. It means that Bull Financial surprises and delights clients with tax-saving strategies that most people and business owners aren’t even aware of. It means that Mark and his team help their clients invest, build their wealth and be in position to leave a legacy – something valuable and meaningful that outlives us all.
- Certified Financial Planner (CFP)
- Master Financial Advisor – Philanthropy
- Certified Executor Advisor (CEA)
- Certified Health Insurance Specialist (CHS)
- Chartered Life Underwriter (CLU)