I value clients that roll up their sleeves when we are together. They are the ones that want to make sure they receive service that is personalized to them. Like their vacation destinations, home, car, clothes and more. They are the ones that know that their dreams and investment strategy don't roll off an assembly line. If you feel the same way, give me a call.
I am a second-generation Financial Advisor. My dad bought me my first stock when I was twenty and it sat there quietly letting me know that everything was fine. Several decades later, I pass this and many other insights forward to my clients.
You have a choice in how you want to invest. My job is to apply what I know to your comfort. With my licensing, you have choices from mutual funds, ETFs, stocks, bonds, and a few other types of investments. If you want to transition gradually from one choice to another, we can do that too.
I will pass on one other thing that is important: As the years come and go, your financial position evolves often at a very subtle pace. Make sure your advisor lets you know what that means. Maybe that thing on your bucket list is closer than you realize, like a cottage in Muskoka. Don't wait to figure that out on your own. Have these conversations with your advisor. If I can help, it would be my honour.
- Retirement Savings Strategies
- Intergenerational Planning
- Socially Conscious Investing
- Charitable Giving
- Business Owner Considerations
- Business Retirement Plans
My Personal Interests
- Art & Theater
- Social Responsibility
- Active Lifestyle
Phone NumberMarc Bubel at (519) 472-4886
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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