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8:30AM - 4:30PM
3-204 Old Island Hwy, Courtenay9AM - 5PM
512 4th St, Courtenay“Very professional! Easy to talk to about our financial plans. He came highly recommended by close friends. He showed us how we could save some money personally and through our business. I'm happy that we had met with him and we have since moved all of our Insurance and Investments to him. Five Stars ***** Highly recommend!“
Financial Planners
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“Thank you Mark for overseeing my investments the past ten years and making great decisions while navigating a very challenging and complex financial environment!
Thank you so much!“