Mark Volkov - CFP®, CSA

Qualifications

Mark Volkov has been with GIC Financial since 2002.  He has an Honours degree in Economics from the University of Waterloo (1986) and he has been actively working as a licensed Financial Advisor continuously since 1989.  He completed the Life Underwriters Training Courses (LUATC) level 2 in 1993, achieved the Certified Financial Planners (CFP) designation in 2000 and the Certified Senior Advisor (CSA) designation in 2005.   During the past 20 years Mark has established a diverse clientelle of successful professionals, employees and self-employed entrepreneurs.

investment philosophy

Mark provides a customized approach to retirement planning based on personal consultation.  He does not believe in a "one size fits all" approach.  Each client brings a unique set of circumstances, resources and attitudes to the table and his job is to help them sort through it all and come up with the best strategy to fit their own situation.  He starts with the question "What are you planning to retire to?"  He believes that the first step in any retirement plan is to be able to visualize your ideal retirement in terms of activities, interests and goals rather than to focus on money and finances.  Only when the ideal retirement lifestyle comes into focus can we determine the best financial strategy to achieve the stated lifestyle goals, based on available resources.

personal

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