Mark began his business career as a Chartered
Accountant and spent several years with a national accounting
firm as an income tax specialist.
Mark
joined ZLC Financial Group in 1984 where he concentrates
on working with family businesses and privately owned
companies in the area of estate planning and funding
capital gains taxes and shareholder agreements. He is
also involved in developing sophisticated deferred compensation
plans, including retirement compensation arrangements.
Mark also has extensive experience in designing deferred
giving arrangements and works with many charities and
service organizations both as a board member and as
a planned giving consultant.
Mark co-authored C.I.C.A courses "Introduction
to Life Insurance and It's Role in Financial Planning" and "Advanced
Planning Strategies Using Life Insurance". Mark has earned
the following designations:
- Chartered Accountant (C.A.)
- Chartered Life Underwriter (CLU)
Mark's activities include golf, bridge and music.
He is married and has four children.
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