Mark Wadey

Mark Wadey, M.Ed., CLU, CH.F.C.

Chartered Financial Consultant

Mark has worked in the life insurance and investments industry since 1989. For many, money is not an infinite resource so we must ensure that we make good financial decisions with what we have.

Mark uses the Lifetime Economic Acceleration Process™ (LEAP®) to help clients maximize their full economic potential. Our financial PS&G Model® is a unique and powerful interactive tool for analyzing client’s present financial situation and breaks down their entire financial world into a simplified and easy to understand format.

Upon reviewing your current PS&G Model® we then embark to develop new and more dynamic approaches to building wealth and focus on the strategic positioning and movement of your money. Client's participation in this process gives them a far deeper appreciation and understanding of their financial decision making process.

Our goal is to incorporate techniques that are most effective in achieving additional benefits in the area of wealth building, tax savings and improved protection management for a more enjoyable financial life.

After graduating from the University of Toronto in 1987, he was awarded a Scholarship at Bowling Green State University in Ohio where he received his Masters Degree in Education in 1988.

Shortly after entering the life insurance industry, he was promoted to a management position with North American Life between 1992 and 1997. During this time he received his Chartered Life Underwriter professional designation (CLU) and in 1998 he earned the Chartered Financial Consultant designation (CH.F.C.).

Mark's and his wife Anna enjoy spending time with their three daughters Alyssa, Selina and Kristen. During the summertime the kids are involved in camps, gymnastics, soccer, basketball, which allows little time for anything else, other than golf for Mark. Then winter is spent enjoying the slopes as all three kids are wonderful skiers.