Our team of experts are more than ready to help you! Let us introduce ourselves:

Marc Sherman, CFP®

Certified Financial Planner®

For the past decade, Marc has been on a mission to elevate the standard of financial planning across Canada. He has partnered directly with individuals, families, business owners, and even fellow financial advisors, providing truly comprehensive financial planning and advice tailored to each client’s unique needs.

Marc has also brought his extensive expertise to the Quality Review team at one of Canada’s leading banks, where he meticulously reviewed over a thousand financial plans for accuracy and completeness. Through this role, he has coached hundreds of financial advisors, empowering them to deliver superior planning and guidance to their clients.

Today, Marc remains committed to supporting individuals and families. Recognizing the need to extend high-quality financial planning even further, he now collaborates closely with other financial advisors and portfolio managers, helping them elevate their services and better serve their own clients.