Mark Ellis' wealth management team provides individually tailored investment management and comprehensive wealth management services to wealthy individuals and families, as well as their private corporations, trusts, estates and foundations.
In addition to investment managment, we feel that it is important to incorporate financial, estate, business succession, retirement, tax, creditor protection and other planning techniques into a client's investment portfolio to ensure financial goals are achieved.
We are best suited to clients seeking capital preservation with an eye for long term growth. We do not chase the latest fads and theories in the investment markets. Simply put, we do not speculate with our client assets in search of unrealistic returns. To learn more, click here for a comprehensive summary of what is included in a relationship with our team.
If you are looking for a long term advisory relationship focused on your goals and unique situation, we would be pleased to discuss how our expertise can benefit you.
To arrange a meeting please call us at: (613) 566-3336