Providing Peace of Mind
Maintaining strong and trusting relationships with our clients is our number one priority. Our mission is to create wealth and prosperity for Canadian families – just as we’ve been doing for the last 25 years.
Assante Weath Management is one of Canada's largest firms providing wealth management solutions since 1995.
Mark Peill has a wide range of finance experience. He worked with CPP and the CRA for many years and is extremely knowledgeable when it comes to taxes and everything related to the CRA. In addition, Mark has developed and run various companies throughout his career, making him an extremely well-rounded financial planner.
Mark Peill and his team opened their office in the Comox Valley at the beginning of 2020. Despite being located in the Comox Valley, he has clients all across Canada and the United States. Mark loves the flexibility of being able to work with those in his local community as well as those across North America. He is passionate about working with people and helping them achieve their financial goals. Whether it be setting up RESPs for new parents, planning for retirement, estate planning, or insurance, Mark Peill and his team are here to help.
The team is able to offer top-notch service thanks to the support of Assante. Assante is a large independent financial company that offers in-house accountants, lawyers, and estate planners. This means all of Mark’s clients have technical and legal advice at their fingertips.
Helping You Achieve Your Goals and Dreams
Planning for your financial future is more than just looking at numbers. To me, it’s the people and dreams behind the figures that matter the most. ~ Mark
