I have been in the financial services for 29 years. My industry experience brings a well-rounded background with advanced planning skills in the areas of wealth, estate, and business planning. By using a conservative, tax efficient & holistic investment approach I can help my clients achieve their retirement and wealth accumulation goals.
When needed, I will access my network of highly skilled experts in tax & trust law, and accounting to help achieve my client’s short term and long-term goals. I like to position myself as the client’s financial quarterback.
My Background
Grew up in a small business family, both my parents successfully started and ran their own companies, so I know a lot about the ups and downs of being an entrepreneur. Graduated from Dalhousie University in 1991, with an Advanced BA. in Canadian Social History & a minor in Economics. My spouse of 21 years, Elaine, is an enthusiastic promoter of physical activity to all Nova Scotian’s. Elaine & I have 2 beautiful children; our daughter, Marissa, is a passionate young actress & singer and is currently pursuing her BSc. with a focus on Environmental studies. Our son, Thomas is in high school and spends most of his free time on the ice or traveling NS & NB with his hockey team.
I spend most of my volunteer time coaching U11 & U13 goalies for the Dartmouth Whalers Minor Hockey Association. My family is an active supporter of Feed Nova Scotia, The NS SPCA, and for many fund-raising campaigns by minor sports teams in Nova Scotia.
A full range of Insurance products are available through Mark Emberly.