MARK SHILLUM

We understand managing your wealth isn't simply a financial exercise. It requires an appreciation of your unique needs and an in-depth understanding of your goals and dreams and how these affect the people you care most about... We offer a simplified, objective, client-first approach to building, protecting, maximizing and transferring wealth for individuals, families and business owners... We employ simple solutions and strategies to address the multi-dimensional aspects of wealth management and the complex investment world. I provide an ongoing education process which is essential in order to have a firm grasp and truly understand your plan and the investments within.

Primary location: Newmarket