Mark Winson of Wise Riddell Financial Group is rank 19 in Wealth Professional Canada's 2017 Top 50 Advisors
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Wise Riddell Financial Group
Aligned Capital Partners
Oakville, ON
Differentiating yourself from other financial advisors is always a challenge, but one way to do it is by specializing. Mark Winson’s team has helped him build a solid book of business by focusing primarily on the financial planning needs of physicians. Capitalizing on a doctor’s ability to incorporate and to generate steady income with an integrated plan for financial independence has allowed Winson to double his AUM in the past four years. An increase of $11.7 million this year brings his total to an impressive $198 million.
Aligned Capital Partners
Oakville, ON
Differentiating yourself from other financial advisors is always a challenge, but one way to do it is by specializing. Mark Winson’s team has helped him build a solid book of business by focusing primarily on the financial planning needs of physicians. Capitalizing on a doctor’s ability to incorporate and to generate steady income with an integrated plan for financial independence has allowed Winson to double his AUM in the past four years. An increase of $11.7 million this year brings his total to an impressive $198 million.