“I was looking for sound financial advice on a number of different fronts and had originally engaged my financial adviser at the bank. I was not particularly impressed with the information I got and commented that with a friend, who referred me to Marcio. I sat down with him and within the hour I had received much better (and sound) financial advice than ever got with the bank. Marcio is a creative thinker who looks at the big picture and has access to a multitude of options. I certainly recommend Marcio to anyone, regardless of age or financial position, who is looking to professional and knowledgeable financial advice.”

Michel Cubric

President at Capital Blockchain

I was referred to Marcio through a mutual friend of ours and I have nothing but great things to say about him. He is extremely professional, thorough, and personable. At first I didn't really understand the difference between a financial consultant and standard investment advisor, but after my first meeting with Marcio, it became very clear - in addition to implementing creative solutions to help me earn an easy return on my assets (without investing in equities), the best part is the amount he has saved me in taxes. If you are self-employed or incorporated, you absolutely need to speak with Marcio.

Chris Bargis

Mortgage broker At Mortgage Edge

Marcio helped my husband and I put together a detailed financial plan that included retirement planning, saving for the kids education, home ownership as well as vacationing. In the 2 years we have know Marcio, he has helped us with debt consolidation to free up our assets and access to more cash flow. He meets with us on a frequent enough basis to review our financial plans to see how our situation has changed and makes the necessary change to out overall financial plan.

I would recommend him to anyone any day, he genuinely has the interest of his clients at heart.

Sarah Benedict

Team Lead, Business Analyst at Mackenzie Investments

Marcio helped me craft my first financial plan and has been my financial advisor for some time. He did a great job guiding me through the process and coming up with a fantastic and achievable plan. Quite frankly, I wish I had done that earlier in my life, as I was able to save money and increase my assets significantly just on my first year. He is friendly and professional and I will recommend him highly.

Andrew Carvajal

Partner at Desloges law group

"As a new a medical graduate I found myself lost as to how to approach planning for my financial future. Thankfully, Marcio has been able to guide me and offer sound financial advise and planning. His professionalism and breadth of knowledge in the field has given me confidence that my financial goals can and will be met in the years to come! I would recommend putting your planning in Marcio's capable hands."

Dr. Tiffany Freemantle

Family Doctor / G.p.

“The thing we like the most about Marcio is his consultative and honest approach.  Marcio manages the investments for both my spouse and I, and we couldn’t be happier.  We know that he’s investing our money in the best investment vehicles possible based on our income and retirement goals.  Plus he’s willing to adjust mid-stream based on our ever-changing needs.  He takes the time to  explain the financial investment landscape to us in layman’s terms so that we can better understand and we really feel a part of the decision making process.  Whenever we need to meet with Marcio – after hours, etc. he makes himself readily available.  I would recommend Marcio to anyone looking for a sound retirement plan.”

Mark Walters

Data Center Solutions Account Executive