Mark Petersen - World Financial Group
(2)
(2)
WFG is a financial services brokerage, meaning we don't have any in-house products. This means we focus on your goals and what's important to you and shop around for the best solutions across Canada. We offer assistance with all forms of insurance, investment accounts, and have referral partners for other services such as;
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2 customer reviews
Luke Simoneau
Financial Advisors
Mark is professional, friendly and makes absolutely sure that we have all of the information we need.
Brandee Ewen
Financial Advisors
I really think your closing this ‘bark’ too soon. I have not really chosen or paid for a service yet. I’m still waiting on a plan at the moment from Mark. I talked with Bobby whom I liked our conversation with as well. More...
What do you love most about your job?
I love the impact that I can make for someone, or a family. The solutions that most people need are actual very simple but we grow up believing that money and finance is complicated so we never take the time to learn about it. I love showing how simple concepts can mean the difference of 100's of thousands of dollars in their financial future.
What inspired you to start your own business?
I was a client of WFG for 2 years and was inspired by what my advisor was able to do for us. It was when he shows us the power of starting early when our daughter was born that I truly felt the impact of having the right financial concepts in place. Knowing what I knew at that point made me want to get licenced and share it with others.
Why should our clients choose you?
I take a look at the whole financial picture. Traditional companies typically look at insurance or investments, and don't have the means to look at how those products fit into your overall financial plan and lifestyle. We take an education-first approach, combined with a cashflow analysis to put our plan together. Lastly, we have the ability to shop around dozens of different companies across Canada to find the best solutions rather than trying to push in-house products that may not be the best fit.
Life Insurance
Can offer a wide range of life insurance produce for all ages, and health conditions.
Retirement Planning
I provide all clients with their Financial Independence Number; how much money they need saved to retire at the lifestyle they want. I also build a complimentary plan on how to get there.
Estate Planning
Protecting your assets and investments to go to your family as much as possible. You will be surprised what gets taxed or subjected to other fees when you pass away.
Investment Accounts
Find the best investment fund solutions based on investor profile and risk tolerance. I can also set up any type of investment account; RRSP, RESP, RDSP, TFSA, and Non-registered.
Referral Services
Have a wide range of referral partners, offering additional services in; mortgages, home/auto insurance, pet insurance, and debt management.
