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Investment Advisor
Registered with Peak Securities
Phone: (250) 385-3636
Toll-Free Phone: 1-877-500-3636
Fax: (250) 385-6361
E-Mail: mgouws@solguard.bc.ca
Licenses & Designations
Certified Financial Planner
Chartered Life Underwriter
Chartered Financial Consultant
Licensed for Securities
Licensed for Life, Disability and Critical Illness Insurance
Philosophy
I understand that sound decision making in your financial affairs is paramount to the quality of your lifestyle, now and in the future. My objective is to fully understand your current financial situation and then assist you in the design and implementation of a financial strategy that best meets the needs of your personal circumstances. We will then work closely together and monitor the ongoing progress of your unique financial strategy to help ensure that it continues to meet your needs well into the future.
Qualifications
A Certified Financial Planner and Chartered Financial Consultant with over 18 years of experience in the financial services industry.
Services
Planning & Investing for your Retirement
Retirement Income StrategiesWealth & Estate PreservationTax-efficient Wealth Accumulation
Investment Advice & Management
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J. Mark Gouws offers financial planning and insurance services as an independent representative, under Solguard Financial Ltd., and these services are offered independently of PEAK Securities Inc.
PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds and mutual funds. PEAK Securities Inc., is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com. |
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CLIENT DOWNLOADS:
Financial Review
Document
Checklist
(PDF, 1pg, 13k)
Personal Cash Flow Form
(PDF, 1pg, 13k)
Online Personal
Cash Flow
Calculator
CSA Investment
Planning Worksheet
(DOC, 4pgs, 368k)
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