Mark Bull
MFA-P, CLU, CFP, CHS, CEA
President
Bull Financial
BE STRONG AT EVERY STAGE™
At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people aren’t even aware of. We are the first people our clients call when they need the care of a trusted partner, and when they need a problem solved.
What stage are you at? You might be just starting to build your business or career. You might be mid-life and seeking to protect and grow your wealth. Or you might be approaching divestment or retirement and thinking about what comes next – and what legacy you want to leave.
Whatever stage you’re at, we have every aspect of your wealth management needs covered by our unique Four Pillar Planning™ process, which encompasses:
- Corporate tax planning, pensions, benefit plans and insured retirement plans
- Personal retirement and tax planning
- Philanthropic planning and charitable giving
- Estate planning and implementation
I am a Master Financial Advisor with the elite MFA-P, CLU, CFP, CHS, and CEA designations.
- Certified Financial Planner (CFP)
- Master Financial Advisor – Philanthropy (MFA-P)
- Chartered Life Underwriter (CLU)
- Certified Executor Advisor (CEA)
- Certified Health Insurance Specialist (CHS)
I am also Legacy Strategist for Lakeridge Health Foundation, provided strategic counsel in their successful $20-million Our Cancer Campaign, and am a personal champion of the Foundation, having donated $1-million through planned giving in 2023.
What legacy do you want to leave? We can help you make an impact. Let’s talk about it today. [email protected] | 905-576-0230
Be strong at every stage™