what marc offers

Whether you are just starting to build wealth or looking to protect what you have spent a lifetime growing, Marc provides straightforward, personalized advice across a full range of investment and financial planning services. Working through Ventum Financial, clients have access to a broad platform of products and solutions built around their individual goals.

Services and solutions include:

• The full spectrum of investment accounts for all investor types, including Canadian and US currency accounts, margin accounts, RRSP, RRIF, LIF, and locked-in RSPs
• Access to all North American markets
• Fixed income products, mutual funds, tax-advantaged investments, options, and derivative products
• Individual company research reports and industry updates, with a focus on specific markets
• Equity and fixed income new issue products
• Venture capital opportunities, including private placements, through Ventum's corporate finance and investment banking team
• Flexible account structures, from fee-based to traditional commission-based
• Online access to your account and research information
• Life insurance products through Ventum Financial Services Corp*.

*Life insurance products are offered through Ventum Financial Services Corp, a separate affiliated entity.