Most people come to me after realizing their accountant is great at filing taxes — but nobody's been proactively working to reduce them.
I'm Mark Solis, an independent financial broker based in Canada. For over a decade, I've helped business owners and executives do more with what they've built — keeping more of their income, protecting their wealth, and creating a plan that actually reflects their goals.
My focus is tax-efficient planning — using insurance and investment strategies to reduce what you owe, grow what you keep, and protect what you pass on. I work independently, which means I'm not tied to any one company. I shop Canada's top carriers to find the right solution for your situation, not the easiest one to sell.
If you're a Canadian business owner or executive who's tired of leaving money on the table, I'd love to have a conversation.
My Approach
Thoughtful planning designed to help you protect what you've built, grow wealth intentionally, and plan confidently for the future.
What To Expect
01
Discovery
Every relationship begins with a conversation. We take the time to understand your goals, priorities, and current financial picture before making any recommendations.
02
Strategy
Once we understand what matters most, we develop a strategy designed around your objectives, whether that's protecting your family, building wealth, reducing taxes, or planning your legacy.
03
Implementation
When you're ready to move forward, we coordinate the solutions and put your strategy into action, ensuring each recommendation aligns with your overall plan.
04
Ongoing Review
Financial planning isn't a one-time event. As your life evolves, we'll review your strategy and make adjustments to help keep you on track toward your goals.
Many people are doing well financially, but still feel unclear about what comes next.
They've built wealth but aren't sure how to structure it for the future.
They want to improve tax efficiency without sacrificing flexibility.
They know there may be opportunities they're missing but don't know where to start.
That's where a more thoughtful approach can make a meaningful difference. By bringing together insurance, investments, and tax-efficient planning, we help clients create greater clarity around the decisions that impact their wealth today and the legacy they leave tomorrow.
Areas of Focus
Looking for a more thoughtful approach to insurance planning?
Start with a free consultation and explore whether a more strategic approach to insurance, retirement, and estate planning makes sense for your situation.
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?
