If you are looking to simplify your financial affairs, reduce your tax filing costs, rid your portfolio of complexity and structure your investments efficiently - you have come to the right place. Whether you are just beginning to uncover the complexities of Tax and Wealth Management, or have been at this for a long time - there are likely areas that can be improved upon. For a consultation and introductory meeting with our team, please contact Cynthia Kaufmann at 403-317-4306
We welcome you to investigate our approach where professional Wealth Management is built upon values like clarity, transparency and trust.
We are currently welcoming new clients - The families that work with us, typically have been seeking a higher level of service. Mark's clients typically have complex tax situations with a possible need for cross-border planning. Those families who benefit the most from this level of service are high income earners, or those with a net-worth of over one million dollars.