Member

Mark McGrath

PWL CApital Inc.

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Mark  McGrath

Member Bio

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Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CIM
CLU

Compensation Models

Fee based (AUM)
Insurance Commission

Professional Associations

No items found.

Education

Some Post Secondary

Assets Under Management

10,000,000-50,000,000

Practice Size

Over 50

Investment License

Provinces Licensed (Investment)

Alberta
British Columbia
Ontario
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