FOUNDATION PWM - Key Persons
Job Titles:
- Partner Insurance Advisor
Brett holds a life insurance licence and is registered in the Province of Ontario. He has completed the Wealth Management Essentials Course, Canadian Securities Course, and is currently working towards the Certified Financial Planner (CFP®) designation.
Brett brings an extensive background in investment research and integrated planning solutions to our clients' wealth planning strategies. He also heads the firm's operations, including trade executions and client reporting. He ensures the utmost transparency for all transactions and the accuracy of all information delivered to our clients.
Our team approach encompasses all aspects and stages of our clients lives so they can
Job Titles:
- Investment Advisor
- BBA, CIM®, FCSI ® Managing Partner Wealth Management
- CIM
Mark graduated from Bishop's University with a Bachelor of Business Administration (concentration in finance). A holder of the highly regarded Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute, he is qualified to recommend and implement advanced investment strategies, evaluate complex portfolio performance, and serve the needs of sophisticated clients.
With over a decade of experience in the financial services industry, Mark helps clients determine how they can best meet their goals through dynamic financial planning and wealth management.
Mark Sherboneau is an investment advisor and is also licensed for the sale of life insurance products. M.S. is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. M.S. will provide the name of the entity being represented when insurance business is conducted. The sale of insurance products is not the business of or under the supervision of ACPI, and ACPI will not be liable or responsible for such activities.