The Team of Experienced Professionals
You Can Trust
Clients are faced with an extensive and complicated array of financial products and services that are available in today’s market. It has become a bigger challenge in recent years for individuals, companies and institutions to manage their wealth and investments successfully. Our team takes a very personalized but structured approach to the planning of every clients individual needs.
The team at Mark Siemens Consulting Group offer a wealth of combined experience in the financial industry. We provide not only best of class planning and management, but also access to our team of experienced and knowledgeable professionals.
We specialize in personalized wealth solutions and strategies for high net worth individuals and families, government entities, corporations, community and non-profit foundations as well as educational institutions. Our team is also experienced in providing complex Estate and Financial planning as well as Insurance and Group Benefit solutions.
In recommending any strategy our team considers various factors, including but not limited to:
- return objectives & risk tolerance
- investment time horizon
- current & future need for liquidity
- current lifestyle requirements
- tax situation: unique needs & circumstances
- country/province of residence
- estate and succession planning
Trust, confidentiality & integrity are the cornerstones of our team. We commit this foundation to every client experience, and our clients value the caring and personal approach we take. You can rely on the expertise and professionalism of Mark and his team, regardless of your financial or wealth planning needs.
You can learn more about our process here, or by contacting us for an appointment.
Mark Siemens is a member of an elite group of professionals able to offer discretionary portfolio management services through the Private Investment Management (PIM) program at RBC Dominion Securities. Contact us for more information.