As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Throughout his over 20 years as a financial advisor offering independent financial advice, Mark has built his practice around the knowledge that no two financial situations are alike. He enjoys taking the time to get to know his clients and seeing how each piece of their financial and personal puzzles best fits with the next – helping his clients with lifestyle planning for today while also identifying important goals for the future. Mark strives to find the best overall solutions for his clients.
Christina was raised in Sturgeon Falls and moved to Sault Ste. Marie in 2011 where she began to plant her roots with her husband and two children. Christina gives back to the community as a Volunteer Chair through our local Rotary Club. She loves exploring new places, trying new foods, and spending time with those she’s close to.
Group Benefits Service Specialist
LEE ANN BAGG
Josh began his career in public practice, advising private corporations and their shareholders on financial reporting, taxation, and business planning. That foundation continues to shape his advisory approach today: technically sound, thoughtful, and grounded in real-world business experience. In addition to his client work, he serves as a CPA mentor and financial literacy presenter, supporting the development of future professionals and strengthening financial understanding within the community.