Mark Lomow

I help professionals and business owners develop their risk planning and business succession strategies with a strong focus on tax-efficiency. The collaborative and “hands-on” approach of our team ensures piece of mind as we develop the strategies that will help build and access wealth within the businesses and investments of our clients, in the most tax-efficient way possible.

I am a Certified Financial Planner and am actively working towards my Chartered Life Underwriter designation.

I believe in community service and am actively involved in several charitable organizations including a scholarship fund for financially challenged Post-Secondary applicants, in addition to coaching a number of community sports teams.