Mario assists clients with Estate and Tax planning with an emphasis on Wealth Preservation, Investment Management and Tax Minimization. He provides advice on Investment Portfolios, Retirement and Pension Planning, Cash Management as well as Group and Corporate Solutions. Mario customizes each phase of the financial planning process to focus on his clients and their families to live out their dream.
He joined Investment Planning Counsel in 2010 and attended Wilfrid Laurier University and Seneca College for Business Administration and Computer Technology.
Mario is also a proud sponsor of various charitable organizations. He is married, loves nature, technology and most importantly finance. He has an entrepreneurial background from a young age spanning from information technology to international trade and commerce.