Mark Lipton is a professional who is dedicated to helping Canadians live their financial dreams. He will work as your personal “Financial Quarterback” to help you make intelligent decisions about money. His team approach ensures that you receive the highest level of service and financial peace of mind. Mark joined Investment Planning Counsel in 2000, bringing 24 years of banking, trust and wealth management experience with him. He holds both the Personal Financial Planning and Elder Planning Counselor Designations. Mark is fully licensed to provide life, disability, accident and sickness insurance protection to his clients. Mark has helped many families work towards achieving their financial dreams. He has also guided many clients through the transition into retirement. He cares about you and your family’s financial well-being and you will receive professional advice on all aspects of your finances. Mark is someone who has a full understanding of your overall picture and needs. In his spare time, you can find Mark taking on home renovation projects, large and small, as well as playing golf with friends and spending quality time with his family. Kelly, along with their daughter Eva and his son Daniel give him the energy and purpose to keep a nice balance in life.
Insurance products available through Mark Lipton. To contact Mark, please call (902) 678-5974, or toll-free at: 1-888-493-3390 or e-mail him at email@example.com.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.