Markus B Stranz, CFP, CIM, CIWM, FMA, TEP, FCSI


“I bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investments….yours!”

With over 15 years of experience in the financial industry, Markus and his network of specialists can provide you with the turn-key solutions provided by his Wealth Management Practise.

As your Investment Advisor, Markus can implement your financial plan to build your net worth by examining all areas of your financial situation including:

  • Money Management
  • Portfolio Management
  • Severance Planning
  • Pension Analysis
  • Group RSP Analysis
  • Financial Planning
  • Retirement Planning
  • Insurance Planning
  • Banking Solutions
  • Business Planning
  • Individual Pension Plans (IPP)
  • Estate Planning

As a full service Investment Advisor, Markus provides unbiased investment advice. He is not restricted to offering products from one firm. Whether you are looking for GICs, ETFs, stocks, options, mutual funds, or a professionally managed turn-key portfolio, Markus can customize an investment solution customized to your risk tolerance.

As a Wealth Manager, Markus incorporates a ‘big picture’ overview, and than implements the solutions to their individual components in a tax efficient manner. By monitoring and reviewing your situation as you journey through your life, Markus will provide you with advice on maximizing the benefits of RRSP, RESP, TFSA and RRIF. This may include working with your existing accountants and lawyers, or with one the specialist Markus utilizes.

Whether you are actively involved in your investments and are looking for some value added, second opinions, or are looking for a turn-key solutions so that you can focus on more important priorities like family and travel, Markus can provide you a customized solution.

“As a National Bank Financial Investment Advisor, I have the expertise and all of the necessary resources at my disposal to help you reach your investment objectives. I provide each of my clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.”