Marc Lepage, Cfp, Cim, Fma, Fcsi Email & Phone Number

Greater Sudbury, On, Ca

Greater Sudbury, Ontario, Canada

The most important investment advice I can give my clients is that investing is only one small piece of achieving their overall financial goals. Our customized plans help them articulate and us to consider what they value most. Once their goals are clearly defined, we can start building plans that are meaningful and tailored to them. I work with a team of financial planners, legal, tax, insurance and estate planners to provide holistic plans to our clients.

London, Canada Area

London, Ontario

Leading a high-performance wealth management team of 19 advisors delivering integrated wealth solutions to over 2500 physicians and their families. Our team includes 13 financial planners, 4 portfolio managers, 1 estate and trust specialist and 1 insurance consultant who assists with intergenerational wealth and wealth optimization strategies. Our team manages over $3 billion in investment assets. We also partner with the National Bank of Canada to provide comprehensive banking and lending solutions to our members.

Mississauga, Hamilton And St. Catharines

Leading a high-performance wealth management team of 19 advisors delivering integrated wealth solutions to physicians and their families in the golden horseshoe area (Mississauga, Hamilton, St. Catharines). Our team includes 14 financial planners, 3 portfolio managers, 1 estate and trust specialist and 1 insurance consultant who assists with intergenerational wealth and wealth optimization strategies. Our team manages over $2.7 billion in investment assets. We also partner with the National Bank of Canada to provide comprehensive banking solutions to our members.

Eastern Ontario And Northern Ontario

Working with the Regional Manager to lead a multi-disciplinary team of 26 advisors providing high net worth solutions and advice to physicians and their families. Total Region AUM of $3.7 billion. In this role, my key focus was recruitment, onboarding of new advisors, ongoing training on planning and wealth management as well as systems training and support. Assisted advisors with ongoing business planning and integration of our specialist lines of business to form comprehensive wealth plans.

Created new advisor training programs for Central Canada Zone. Assisted with rollout and delivery of National Advisor Incorporation training program. Provided ongoing support to Regional Managers with development of advisors on various wealth management applications and strategies. Subject matter expert on retirement income planning, incorporation and intergenerational wealth planning.

Ottawa, Canada Area

Provided comprehensive wealth management advice to physicians and their families. Wealth management advice focused on physician incorporation, tax, investment and retirement planning. Acquired expertise in helping physicians optimize their plans and providing guidance on how to maximize the benefit of their professional corporation. Recognized as top performing advisor, achiving ranking of top 10 advisors in the country and recognized 3 out of 5 years with service excellence award.

Ottawa, Canada Area

Work in discount brokerage arm of MD and helping both clients and advisors implement trades on stocks, bonds, mutual funds and GICs. Also played a key role in training new representatives and developing best practices for the team.

Certified Financial Planner (Cfp)

Chartered Investment Manager (Cim)

Fellow Of Csi (Fcsi)

Financial Management Advisor (Fma)

Baccalaureate, Commerce, Honours In Finance And International Business Management

Education record

Bachelor Of Commerce - Bcom

Bachelor Of Commerce - Bcom