Mark Ritcey, BSc.
I understand your goals and dreams are unique
I live in Milton, Ontario with my wife and three daughters. After university I knew I wanted to get involved with a large corporation to help develop my career and provide financial security for my family. After working in consumer packaged goods for almost 10 years with a leading Fortune 500 company, I decided to work more closely with small to medium size businesses and to be more active in my community. Getting involved in financial services has allowed me to do both. I specialize in helping families and businesses develop and implement tax-efficient plans for the future while helping protect their growth.
Have you thought about when you’d like to retire and how much income you’ll need?
If you were to lose your income, how soon would serious financial difficulties arise?
Could your family live without your income?
Would you like to set up a tax-efficient plan for your future and grow it tax deferred?
As a wealth management and business solutions professional, I can help you develop, customize and implement a strategic financial security plan that will help grow and protect your family or business finances. We do this by understanding your current situation, analyzing the facts, presenting recommendations, implementing the right plan for you and providing regular reviews.