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Mark Petersen - World Financial Group logo logo
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Mark Petersen - World Financial Group

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Get a free quote from this professional

1 min response time

Get a free quote from this professional

‘21 Certificate of Excellence, 2021

About

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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7 hires on Bark
1 min response time

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Reviews (2)

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5/5

2 customer reviews

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verified
18 May 2022

Financial Advisors

Mark is professional, friendly and makes absolutely sure that we have all of the information we need.

verified
22 June 2021

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...

Q&As

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.

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.

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.

Services

Can offer a wide range of life insurance produce for all ages, and health conditions.

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.

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.

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.

Have a wide range of referral partners, offering additional services in; mortgages, home/auto insurance, pet insurance, and debt management.

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