My accounting education has enabled me to build a practice well suited for clients who have complex needs, primarily retirees, business owners, and upper-management employees. As I work to help them reach their goals, I enjoy employing my strengths, from analysis and creative problem-solving to listening and collaboration. Working one-on-one with each of them, I build the intricate strategies that provide solutions for their unique situations, challenges and opportunities.
In addition, my Branch Office Administrator Nicki Prince is always here to help with our clients' needs. She and I work together to help ensure each client feels welcomed and valued.
A 2014 graduate of MacEwan University in Edmonton, I hold a degree in commerce with a major in accounting. Originally born in southwest Edmonton as a second-generation Canadian, I have lived in the city my whole life. I grew up playing hockey around Alberta and B.C., eventually "retiring" to pursue my education. I met my incredible wife in high school and we were married in 2015. Since then we've welcomed two beautiful children to the world.
My personal time is generally spent with my family, my church community, a few charitable organizations (specifically those that help the less fortunate), and on the ice as a referee of the sport I grew up loving.
- Socially Conscious Investing
- Business Owner Considerations
- Wealth Protection Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
Phone NumberMark Claffey at (780) 458-8022
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More