About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Mark Schultz Financial Services Inc.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Job title: Advisor at Sun Life
Phone: (519) 271-0740
Email: mark.schultz.financial@sunlife.com
Address: 342 Erie Street, Suite 107, Stratford, ON, N5A 2N4 Canada
Mark Schultz
I received my Bachelor of Commerce Degree from McMaster University and focused my studies on finance and accounting. I subsequently achieved my CFP designation as a Certified Financial Planner and most recently my Chartered Life Underwriter (CLU) designation in May of 2006. My objective is to assist clients with achieving all of their financial goals through caring and knowledgeable advice.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.