I am a founding partner of Monarch Financial, a boutique financial planning firm in downtown Toronto. We provide client-focused, planning-driven advice to professionals, business owners and their families -- people who want to build and preserve generational wealth.With more than 30 years' experience as a financial advisor, I understand the financial needs of executives, managers and employees in a wide variety of sectors including law, healthcare, IT and building design/construction… Show more I am a founding partner of Monarch Financial, a boutique financial planning firm in downtown Toronto. We provide client-focused, planning-driven advice to professionals, business owners and their families -- people who want to build and preserve generational wealth.With more than 30 years' experience as a financial advisor, I understand the financial needs of executives, managers and employees in a wide variety of sectors including law, healthcare, IT and building design/construction. People have common challenges that require unique solutions -- that's why they come to me and my colleagues at Monarch. Show less

For more than 30 years, Mark led a dedicated team providing planning-driven advice to professionals, entrepreneurs and families. During his tenure, Coutts Financial grew from a one-man show into a thriving firm responsible for more than $250 million in client assets as well as a leading provider of disability insurance solutions.