Marc LaPointe, B.comm, CFP®, CEA, CIM®
“What I seek to provide”
I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.
I seek to educate and help clients build a financial plan that suits their objectives and most importantly, identify the right tools, strategies and products to maximize their wealth potential.
“Yes, but why should I trust you…?”
My goal is to establish a working relationship with each client built on mutual trust and integrity – no pressure, just sound, honest and transparent advice. To this end, I do not charge for consultations and welcome any opportunity to give a second opinion.
“Where did you learn all that?”
In 2010, I graduated from the University of Saskatchewan with a Bachelor’s Degree in Commerce. In December of that year, I started with ASF Advisory Group Inc. where I studied and became licensed to advise and sell segregated investment funds, life insurance, disability insurance and critical illness insurance. I also became a Notary Public.
In September 2011, I completed the Exempt Market Products course and became a registered dealing representative to sell and advise on Exempt Securities through Meckelborg Financial Group LTD (MFG LTD), an exempt market dealer.
In February 2014, I completed my designation in Financial Planning and became a Certified Financial Planner® professional.
In June 2016, I completed the Canadian Securities Course® with honours.
In December 2017, I completed my designation in Executor Advice and became a Certified Executor Advisor.
In July 2022, I completed a designation in investment management and was granted the Chartered Investment Manager® designation.
“P.S….”
My wife and I enjoy spending lots of time with friends and family, as well as traveling, working on our yard, eating out and the couch… we despise our treadmill!
We recently had our second child. Every day the boys make us laugh and smile and teach us something new.
We have a miniature Husky – Kato – who is enormously chatty and a cat, that enjoys tormenting him.
I like to play basketball, soccer and love (try) to play golf – but not always at the same time!
I'm a bit of a gear head... I've been fascinated with cars and motorcycles since I can remember.