With love on our minds this February ❤️, come join us to discuss how you can provide your child or grandchild with an early start to a financially secure future. We will discuss simple and affordable strategies to transfer wealth to the next generation more tax efficiently.  Find out why it’s so important to implement this strategy while the child is still young, to maximize the plan’s effectiveness.

Mark Murano, CFP, CLU, Account Executive with Empire Life

Mark joined the insurance industry in 1999, working in both business development positions for major life insurance carriers and running his own insurance planning practice.  He has worked with 1000s of insurance and financial advisors over his career helping train and advise on advanced insurance solutions.  As an account executive with Empire Life, he has the privilege of supporting independent insurance and financial advisors across his region.

Mark is a graduate of the University of Ottawa, with a Bachelor in Commerce. His industry designations include: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and he is working towards his Trusts and Estate Practitioner (TEP).   Married to his beautiful wife Julia, he has 2 boys.  If not playing with the kids, you’ll find him playing Soccer, Hockey or Golf or peacefully reading!

Lori Gardner, Director of Sales, Bryson Financial

Experienced Insurance professional with a demonstrated history of success both as an Advisor and corporately as a Director, effectively leading a sales team. Skilled in Risk Management, Negotiation, Financial Planning, Account Management, and Relationship Building. Strong sales professional with both RIBO and Life Insurance Licenses, which allows more holistic insurance planning.

Lori’s holds a General Insurance license (RIBO), Life license and is a Certified Health Insurance Specialist and is currently completing her Group Benefits Associate designation.