Member

Mark McGrath

Vancouver, BC

Phynance Inc.

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Mark  McGrath

Member Bio

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Mark McGrath, CFP®, is co-founder of Phynance and an advice-only financial planner with 15 years of experience.

He is a contributing author to FP Canada Institute's Technical Education programs, co-hosted the Rational Reminder podcast, and co-authored Wealthier: The Investment Field Guide for Canadian Millennials with Dan Solin. He writes regularly for the Globe and Mail and has been a featured guest on the Wealthy Barber Podcast. He has spoken at the IAFP Symposium and the Physicians' Financial Independence Conference, among others.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Advice-Only

Professional Associations

No items found.

Education

Some Post Secondary

Assets Under Management

Practice Size

2 to 5

Investment License

None

Provinces Licensed (Investment)

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