Mario joined PWL in 2000. His dedication and commitment are second only to his ability to provide clients with meticulous financial planning. He creates practical solutions to clients’ problems involving complex individual needs.
In his senior role at PWL, Mario’s services include: Retirement planning, tax team coordination & supervision, deep analysis of personal tax issues, and Estate Planning with particular expertise in Estate Settlement.
Credentials:
- Financial Planner (F. Pl.)
- Financial Security Advisor
- Institut Québecois de Planification Financière (IQPF) – Member
- Certificate in Insurance and Finance – UQAM
Outside PWL Mario enjoys a full family life with his three kids. He volunteers at the local hockey and softball associations on the south shore of Montreal and is an avid golfer.