Mark Thomas Prieto*

Address:
1001, Carré Dorchester, bureau 600 Montréal, Québec H3B 1N1
Languages:
English, French, Filipino
Phone:
438-392-5783
Email:

Mark is an experienced financial advisor here and in the Philippines. A licensed mutual fund representative and currently pursuing his Financial Planning in Quebec. He enjoys helping others achieve their financial goals, by guiding them at every stage of their lives and providing the right financial solutions. He loves playing basketball and spend time with his family.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Financial Security Advisor and Advisor in group-insurance and group-annuity plans, Sun Life Financial Distributors (Canada) Inc.**, Financial Services Firm Mutual funds representative, Sun Life Financial Investment Services (Canada) Inc.**, Firm in group-savings-plan brokerage
**Subsidiaries of Sun Life Assurance Company of Canada