Working with Canadians 55+ to turn their investments into steady, tax-efficient retirement income.
By working solely with retirees, Marc has learned that trust and consistency are key. Retirement planning is not a one-time event. It is a series of decisions made over many years. Clear communication and steady guidance help ensure those decisions are made with confidence.
His approach is straightforward. He slows the process down. He maps out the next 10, 20, even 30 years. He looks at different spending stages. He examines trade-offs. He stress-tests major decisions before they become permanent.
The focus is not just on returns, but on what clients keep after taxes and how their plan holds up under different market and life scenarios. Markets change. Priorities change. He believes a strong plan accounts for both. When adjustments are needed, decisions are reassessed thoughtfully and then implemented intentionally.
The most meaningful moments in Marc’s work are when clients realize what is possible, not just for today, but for the years ahead. His clients have worked hard to reach this stage of life. The trust they place in him and his team is a responsibility he takes seriously.
Outside of the office, Marc spends most of his time with his wife, Melanie, and their three boys. Much of that time is spent at the rink or on the soccer field as his sons begin to get involved in organized sports.
He enjoys golfing, quiet weekends at home, and visiting his father’s cabin in the Whiteshell. Family time is important to him, and it’s where he finds balance outside of his work with clients
