The Founder

Mark Levine MMPA, CPA, CA

Mark is passionate about protecting the financial health and well-being of his clients. His ability to listen to client concerns allows him to craft customized, client-centered solutions. He focuses on providing advice and counsel to his clients and building long-term relationships grounded in mutual trust and respect. Mark operates with the highest level of integrity and prides himself on service excellence, attention to detail and prompt and professional responses to client inquiries.

After receiving his Bachelor of Arts in Economics from the University of Western Ontario, Mark went on to get a Masters of Management & Professional Accounting from the Rotman School of Management at the University of Toronto. He has also earned both his Chartered Accountant and Chartered Professional Accountant designations. The breadth of his education gives Mark a competitive advantage by allowing him to provide deeper insight when recommending solutions to his clients’ estate and financial planning needs.

Mark has been a member of Advocis, The Financial Advisors Association of Canada, since 2004. In 2010, he became a Gold Member of the Advocis Century Initiative. Mark has been a longstanding member of both the Institute of Chartered Accountants of Ontario (ICAO) as well as the Chartered Professional Accountants of Canada. In 2008, Mark was accepted into membership of the Conference for Advanced Life Underwriting (CALU) and continues to be an active member.

Mark finds personal fulfillment spending time outdoors, volunteering and fundraising for a variety of charities, coaching hockey and spending time with his family.

Mark Levine

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We struggled for many years trying to find the right advisor. That all changed after we were referred to Mark. He has always given us honest, valuable advice with regards to insurance and financial matters. We are confident we are on the right path towards retirement. Highly recommended!

Dr. Navneet Sharma, Neonatologist & Mrs. Upasana Sharma, Lawyer January 20, 2015