Life Insurance & Investment Brokerage in Toronto

Your Wealth Deserves More Than a Generic Plan.

A strategic approach to insurance, investments, and tax reduction designed to help you protect what you've built, grow your wealth, and plan confidently for the future.

Working With Canada's Top Carriers

Mark Solis

10+ Years Helping Canadians Keep More Of What They Earn

How Can I Help?

How Can I Help?

Whether you're exploring insurance, investments, tax planning, or retirement strategies, I'd be happy to help.

🔒 Your information is secure and confidential.

Life Insurance & Investment Brokerage in Toronto

Your Wealth Deserves More Than a Generic Plan.

A strategic approach to insurance, investments, and tax reduction designed to help you protect what you've built, grow your wealth, and plan confidently for the future.

Working With Canada's Top Carriers

Mark Solis

10+ Years Helping Canadians Keep More Of What They Earn

How Can I Help?

Whether you're exploring insurance, investments, tax planning, or retirement strategies, I'd be happy to help.

🔒 Your information is secure and confidential.

You're In The Right Place If…

You're In The Right Place If…

Canadian Business Owner

You've worked hard to build your business and accumulate wealth. Whether you're focused on protecting your family, reducing taxes, or creating a more efficient wealth transfer strategy, we help business owners navigate insurance, investment, and corporate planning opportunities with confidence.

Professionals & Executives

As your income grows, so do the financial decisions that come with it. We help professionals and executives build wealth, improve tax efficiency, protect their income, and prepare for retirement through strategic insurance and investment planning.


Canadian Families

Protect the people who matter most with a plan designed around your family's future. From life insurance and education savings to retirement and estate planning, we help families build long-term financial security with confidence.



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How Can We Help You

Helping Canadians protect, grow, preserve, and transfer wealth through strategic insurance, investment, and tax-efficient solutions.

Protect Your Wealth

Protect what matters most with insurance strategies designed to safeguard your family, income, business, and financial future against life's unexpected events.

Build Your Wealth

Build long-term wealth through disciplined investing, tax-efficient savings, and strategies designed to help your money work harder over time.

Keep More of Your Wealth

Reduce unnecessary tax drag and improve financial efficiency with strategies designed to help you retain more of what you earn and accumulate.

Transfer Your Wealth

Create a plan for the efficient transfer of wealth through estate planning, beneficiary strategies, and insurance solutions designed to preserve your legacy.

  • Protect Your Wealth

    Protect what matters most with insurance strategies designed to safeguard your family, income, business, and financial future against life's unexpected events.

  • Build Your Wealth

    Build long-term wealth through disciplined investing, tax-efficient savings, and strategies designed to help your money work harder over time.

  • Keep More of Your Wealth

    Reduce unnecessary tax drag and improve financial efficiency with strategies designed to help you retain more of what you earn and accumulate.

  • Transfer Your Wealth

    Create a plan for the efficient transfer of wealth through estate planning, beneficiary strategies, and insurance solutions designed to preserve your legacy.

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Meet Mark Solis

Clarity. Strategy. Confidence.

With over a decade of experience in financial services, I help Canadians navigate the decisions that shape their financial future. Based in Toronto, Ontario, my approach combines insurance, investments, and tax-efficient strategies into a plan designed around your goals, not a product.

Whether you're focused on building wealth, reducing taxes, protecting your family, or planning your legacy, every recommendation begins with understanding what's most important to you.

As an independent broker licensed in Ontario, British Columbia, Alberta, and Nova Scotia, I work with many of Canada's leading insurance and investment providers to help clients find solutions that fit their needs today while supporting their long-term financial goals.

My philosophy is simple: protect what you've built, grow wealth intentionally, and create a strategy that gives you confidence in the future.

MDRT – Million Dollar Round Table Member

Ready To Take The Next Step?

Whether you're focused on protecting your family, building wealth, reducing taxes, or planning your legacy, let's start with a conversation.

Whether you're focused on protecting your family, building wealth, reducing taxes, or planning your legacy, let's start with a conversation.

Testimonials

  • Mark is amazing, had thought me everything I need to know about RRSP and TFSA. Shows you how to increase your net-worth the fastest way possible with the least about of risk. He very professional. Highly recommend

    Christian Toritto

  • As someone who values transparency and clear communication when it comes to finances, I couldn’t be happier with the service we received from Solis Financial Services. Working directly with Mark as the sole associate made...

    Brittany

  • I truly cannot say enough great things about Solis Financial Services and, most importantly, about Mark as the sole associate behind it all. In a world where you’re constantly bounced between assistants, departments, and...

    Ram Patel

  • Mark has been amazing, he offers great financial advices and solutions tailored to his clients. I’ve found him very professional and responsive. Would 100% recommend.

    Hans Daigle

  • Mark has been so great at communicating all steps of the entire process for what I needed, he is knowledgeable, courteous, and helpful and has been a great support for me...

    Asya Twahir

  • Mark took the time to talk about my future goals and what I wanted to do, going out of his way to find alternative ways of reaching those goals.

    Morgan Milliard

  • Mark is truly one of a kind! He really cares about his clients and looks to help them achieve their goals. He is not looking for any personal gain but is genuine about his clients succeeding, which is rare.

    Nichole

  • Mark has been an incredible help with our insurance. He is professional, knowledgeable, and always quick to respond. He takes the time to explain options clearly and ensures we get the best coverage.

    William Escano

  • What sets Mark Solis apart is his ability to explain complex financial concepts in a way that’s easy to understand. Whether it's retirement planning or investment strategies the makes sure I fully grasp the rationale behind his...

    Carla Santos

  • Mark provided a great and smooth experience with setting up a policy and RESP for my family. Providing great advise and knowledge with planning. I would highly recommend his services.

    Frances Cefaloni

  • I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...

    Melanie Li

  • Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.

    Arnold de Guzman

  • Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...

    Julian Macalintal

  • Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.

    Ted Byun

  • Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.

    Florence Byun

  • Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....

    Erine Onacse

  • Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....

    Uzair Khan

  • Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...

    Matthew Catahan

  • Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.

    Chris Tjitro

  • Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.

    Ebelyn Ocampo

  • Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.

    Luis Mendoza

  • Mark is amazing, had thought me everything I need to know about RRSP and TFSA. Shows you how to increase your net-worth the fastest way possible with the least about of risk. He very professional. Highly recommend

    Christian Toritto

  • As someone who values transparency and clear communication when it comes to finances, I couldn’t be happier with the service we received from Solis Financial Services. Working directly with Mark as the sole associate made...

    Brittany

  • I truly cannot say enough great things about Solis Financial Services and, most importantly, about Mark as the sole associate behind it all. In a world where you’re constantly bounced between assistants, departments, and...

    Ram Patel

  • Mark has been amazing, he offers great financial advices and solutions tailored to his clients. I’ve found him very professional and responsive. Would 100% recommend.

    Hans Daigle

  • Mark has been so great at communicating all steps of the entire process for what I needed, he is knowledgeable, courteous, and helpful and has been a great support for me...

    Asya Twahir

  • Mark took the time to talk about my future goals and what I wanted to do, going out of his way to find alternative ways of reaching those goals.

    Morgan Milliard

  • Mark is truly one of a kind! He really cares about his clients and looks to help them achieve their goals. He is not looking for any personal gain but is genuine about his clients succeeding, which is rare.

    Nichole

  • Mark has been an incredible help with our insurance. He is professional, knowledgeable, and always quick to respond. He takes the time to explain options clearly and ensures we get the best coverage.

    William Escano

  • What sets Mark Solis apart is his ability to explain complex financial concepts in a way that’s easy to understand. Whether it's retirement planning or investment strategies the makes sure I fully grasp the rationale behind his...

    Carla Santos

  • Mark provided a great and smooth experience with setting up a policy and RESP for my family. Providing great advise and knowledge with planning. I would highly recommend his services.

    Frances Cefaloni

  • I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...

    Melanie Li

  • Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.

    Arnold de Guzman

  • Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...

    Julian Macalintal

  • Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.

    Ted Byun

  • Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.

    Florence Byun

  • Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....

    Erine Onacse

  • Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....

    Uzair Khan

  • Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...

    Matthew Catahan

  • Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.

    Chris Tjitro

  • Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.

    Ebelyn Ocampo

  • Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.

    Luis Mendoza

  • Mark is amazing, had thought me everything I need to know about RRSP and TFSA. Shows you how to increase your net-worth the fastest way possible with the least about of risk. He very professional. Highly recommend

    Christian Toritto

  • As someone who values transparency and clear communication when it comes to finances, I couldn’t be happier with the service we received from Solis Financial Services. Working directly with Mark as the sole associate made...

    Brittany

  • I truly cannot say enough great things about Solis Financial Services and, most importantly, about Mark as the sole associate behind it all. In a world where you’re constantly bounced between assistants, departments, and...

    Ram Patel

  • Mark has been amazing, he offers great financial advices and solutions tailored to his clients. I’ve found him very professional and responsive. Would 100% recommend.

    Hans Daigle

  • Mark has been so great at communicating all steps of the entire process for what I needed, he is knowledgeable, courteous, and helpful and has been a great support for me...

    Asya Twahir

  • Mark took the time to talk about my future goals and what I wanted to do, going out of his way to find alternative ways of reaching those goals.

    Morgan Milliard

  • Mark is truly one of a kind! He really cares about his clients and looks to help them achieve their goals. He is not looking for any personal gain but is genuine about his clients succeeding, which is rare.

    Nichole

  • Mark has been an incredible help with our insurance. He is professional, knowledgeable, and always quick to respond. He takes the time to explain options clearly and ensures we get the best coverage.

    William Escano

  • What sets Mark Solis apart is his ability to explain complex financial concepts in a way that’s easy to understand. Whether it's retirement planning or investment strategies the makes sure I fully grasp the rationale behind his...

    Carla Santos

  • Mark provided a great and smooth experience with setting up a policy and RESP for my family. Providing great advise and knowledge with planning. I would highly recommend his services.

    Frances Cefaloni

  • I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...

    Melanie Li

  • Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.

    Arnold de Guzman

  • Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...

    Julian Macalintal

  • Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.

    Ted Byun

  • Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.

    Florence Byun

  • Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....

    Erine Onacse

  • Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....

    Uzair Khan

  • Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...

    Matthew Catahan

  • Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.

    Chris Tjitro

  • Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.

    Ebelyn Ocampo

  • Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.

    Luis Mendoza

  • I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...

    Melanie Li

  • Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.

    Arnold de Guzman

  • Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...

    Julian Macalintal

  • Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.

    Ted Byun

  • Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.

    Florence Byun

  • Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....

    Erine Onacse

  • Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....

    Uzair Khan

  • Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...

    Matthew Catahan

  • Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.

    Chris Tjitro

  • Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.

    Ebelyn Ocampo

  • Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.

    Luis Mendoza

  • I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...

    Melanie Li

  • Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.

    Arnold de Guzman

  • Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...

    Julian Macalintal

  • Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.

    Ted Byun

  • Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.

    Florence Byun

  • Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....

    Erine Onacse

  • Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....

    Uzair Khan

  • Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...

    Matthew Catahan

  • Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.

    Chris Tjitro

  • Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.

    Ebelyn Ocampo

  • Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.

    Luis Mendoza

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The Knowledge Base

Practical guides on tax, insurance, and wealth strategy — written for Canadian business owners and professionals who want to make more informed decisions.

Life Insurance 101: A Beginner's Guide for Canadians

Life insurance is a crucial part of a solid financial strategy, providing peace of mind and financial security for your loved ones. Whether you're protecting your family, securing your business, or building your legacy, this guide breaks down everything Canadians need to know about choosing the right coverage.

View more

Maximizing Tax Deductions: A Guide for Canadian Professionals and Business Owners

Running a business in Canada comes with significant tax responsibilities — but also significant opportunities. Many business owners and professionals miss out on deductions that can reduce their taxable income and improve cash flow. Here’s a practical guide to the strategies that matter most.

View more

How Business Owners Can Use Corporate-Owned Life Insurance to Save on Taxes

As a Canadian business owner, finding tax-efficient strategies to grow and protect your wealth is essential. Corporate-owned life insurance (COLI) is one of the most powerful — and most overlooked — tools available. Here’s how it works and why it matters for your corporation.

View more

Maximizing RRSP Benefits: A Comprehensive Guide for Canadians

A Registered Retirement Savings Plan (RRSP) is one of the most powerful wealth-building tools available to Canadians. With meaningful tax advantages and long-term growth potential, an RRSP can help you build a stronger financial future — if you use it correctly. Here’s what you need to know.

View more

What Is Key Person Insurance? A Guide for Canadian Business Owners

Key person insurance is one of the most overlooked tools in a Canadian business owner's financial strategy — yet it can be the difference between a business surviving or collapsing after losing a critical team member. Here's what you need to know.

View more

How a Buy-Sell Agreement Funded by Life Insurance Protects Your Canadian Business

If you co-own a business in Canada without a funded buy-sell agreement, you may be one unexpected event away from a legal and financial nightmare. Here’s how life insurance can protect both you and your business partner.

View more

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Frequently asked questions

Frequently asked questions

What services do you offer?

How long does a typical consultation process take?

Do you work with startups or established businesses?

What can I expect in the first consultation?

Do you offer ongoing support after the consultation?

Helping Canadian business owners, professionals, and families in Ontario, British Columbia, Alberta, and Nova Scotia protect, grow, preserve, and transfer wealth through strategic insurance, investment, and tax-efficient solutions.

© copyright 2026

Pages

Helping Canadian business owners, professionals, and families in Ontario, British Columbia, Alberta, and Nova Scotia protect, grow, preserve, and transfer wealth through strategic insurance, investment, and tax-efficient solutions.

© copyright 2026

Pages

Helping Canadian business owners, professionals, and families in Ontario, British Columbia, Alberta, and Nova Scotia protect, grow, preserve, and transfer wealth through strategic insurance, investment, and tax-efficient solutions.

© copyright 2026

Pages