Partner & Wealth Advisor, Creative Planning Financial Group
Associate Portfolio Manager, Creative Planning Wealth Management of ACPI
Marc has been an associate at Creative Planning since 2005. In 2008 he earned the Certified Financial Planner professional designation. Marc graduated with honours from the University of Western Ontario in 2004.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Creative Planning Wealth Management of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Creative Planning Wealth Management of ACPI and covered by the CIPF. Financial planning, insurance and estate planning services are provided through Creative Planning Financial Group. Creative Planning Financial Group is an independent company separate and distinct from Creative Planning Wealth Management of ACPI.
