Associate Advisor - Certified Financial Planner
(905) 202-8430 ext. 634
GET A QUOTE:
Association Health & Dental Insurance
FollowMe, Flexcare, and Basic Critical Illness Insurance
To learn more about how we can help you, Watch Our Impact Movie
Are you insured right? Take your needs for a test drive!
Mark Samborski is a Certified Financial Planner (CFP) with over 6 years of experience in the Financial Services Industry. Mark's successful background in business development before joining the industry gives him the financial knowledge and experience to understand the many challenges faced by both individuals and small businesses. The sudden passing of his brother-in-law at age 39 and his father's early stroke shortly after retirement have made Mark's pursuit in this industry both very personal and passionate.
Mark teaches the Retirement 101 program to his clients and local businesses to foster an understanding in individuals and companies of the important issues that they will be facing in planning for the future. Mark uses advanced income modelling to examine the key components of a cohesive future plan: a Retirement Plan, a Financial Plan, an Investment Plan and an Estate Plan. By understanding and implementing these plans, you can truly start to grasp the best solutions to examine for you or your company's unique needs.
Every person and company's situation is different. Add in the complexity and variety of all the different options, products, tax and legal implications, along with our own experiences, one realizes that we can all use a little guidance and help. Mark's unique approach and philosophy starts with understanding your circumstances and concerns first, ensuring that he is well-placed to identify the best financial planning solutions for you and your specific needs.
Mark is dedicated to helping you achieve your best financial goals and expectations in a holistic way, using his knowledge and insight to focus in on your exact requirements.
Look around the website, take a test drive of your insurance using the Insure Right tool or read up on the hottest items you have heard about on the news. Then give Mark a call with the confidence that whether you are looking at life, health, disability, retirement, business insurance and investments, or all of the above, he will guide you in the best directions for you.