Mark Winson of Wise Riddell Financial Group is rank 19 in Wealth Professional Canada's 2017 Top 50 Advisors
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.