Mark Siemens, along with his Associates Miriam and Elijah, offer a wealth of combined experience in the financial industry. Mark has achieved his Certified Financial Planners designation, and is dedicated to offering his clients expert advice. Faced with a complex array of financial products and services, it has become a challenge in recent years for individuals to manage their own money. In recommending an investment strategy Mark considers various factors, including your:
- return objectives & risk tolerance
- investment time horizon
- current & future need for liquidity
- current lifestyle requirements
- tax situation: unique needs & circumstances
- country/province of residence
Trust, confidentiality & integrity are the cornerstones of Mark’s team, and they commit that foundation to every clients experience. Mark’s clients value their caring and personal approach. Clients know that they can rely on the expertise and professionalism of Mark and his team, no matter what their financial needs might be.
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.