Mark Leslie

Mark Leslie

Mark Leslie is a Certified Financial Planner and a Registered Retirement Consultant.  With over 20 years’ experience Mark helps individuals and business owners develop personalized financial plans.  Mark takes a unique approach that, recognizes individual differences, is co-ordinated and flexible and faces realities while finding opportunities. 

Building a Solid Financial Plan

The financial challenges and opportunities for business owners are as unique as their businesses.  In this session we’ll explore many areas that advice can bring value to your business and personal finances.  Whether you’re a proprietor or incorporated, there are several things to consider as part of building a solid financial plan.  We take a comprehensive look at your personal situation in an effort to navigate and simplify the seemingly complex financial world.  A proper plan should address all 6 disciplines of Comprehensive Financial Planning :

  • Cash Management
  • Investment Planning
  • Retirement Planning
  • Risk Management
  • Tax Planning
  • Estate/Succession Planning

The application of each of these disciplines is unique for the business owner and we will demonstrate how.  Financial matters can be complex and keeping up takes time.  We help in this area so you can concentrate on your business.