About Mark Bull
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. firstname.lastname@example.org | 905-576-0230
Be strong at every stage™
We help our predominantly Business Owner and affluent clients invest, build their wealth and be in position to leave a legacy – something valuable and meaningful that outlives us all. In other words, we help them Be strong at every stage™.
“Mark is a constant friend. He is my go-to in terms of RRSPs, investments, life insurance, benefit plans. In my mind, I have that space taken care of.” Paul, Client
“Mark certainly didn’t need to do what he did for me. He went above and beyond. There was nobody there. He made himself available. I don’t think anyone would have done what he did.” Kathy, Client
“Mark is able to anticipate our needs as we grow – he does not wait for us to reach out. And it NEVER feels like I am being sold.” Catherine, Client