Passionate. Thorough. Professional.
Mark Poitras is a financial advisor based in Lethbridge. A local entrepreneur and graduate from the University of Lethbridge’s bachelor of science program, Mark understands the needs of his community when it comes to their wealth and enjoys working with people at every stage of their financial journey. As a financial advisor, Mark values having the tools, freedom and discretion to be able to do what is best for his clients.
Time in the market is more important than timing the market
Mark urges all of his clients to invest early and for the long term. No matter what their financial future looks like, Mark encourages all of his clients to start investing as soon as possible, with whatever is possible. He uses his expert advice to help them plan for their future in ways they may have never considered. That could include advice about tax planning, estate planning, goal setting or connecting clients with other professionals who can assist clients to reach their dreams.
Keeping an eye on the markets so you don’t have to
One of Mark’s favourite things about working as a financial advisor is that, like his clients, he’s an investor. This provides him with a strong personal interest in the markets and a passion for helping his clients navigate their own investment journey. When Mark isn’t keeping his eye on the ticker he’s spending time with his morkie, Huxley and enjoying the great outdoors.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: