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Marc LaPointe, CEA
Certified Financial Planner
Financial Advisor
Certified Financial Planner
Financial Advisor
Area serviced:
Saskatoon, SK
I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.
I seek to educate and help clients build a financial plan that suits their objectives and most importantly, identify the right tools, strategies and products to maximize their wealth potential.
My goal is to establish a working relationship with each client built on mutual trust and integrity – no pressure, just sound, honest and transparent advice. To this end, I do not charge for consultations and welcome any opportunity to give a second opinion.
In 2010, I graduated from the University of Saskatchewan with a Bachelor’s Degree in Commerce. In December of that year I started with ASF Advisory Group Inc. where I studied and became licensed to advise and sell segregated investment funds, life insurance, disability insurance and critical illness insurance. I also became a Notary Public.
In 2011, I completed the Exempt Market Products course and became a registered dealing representative to sell and advise on Exempt Securities through Meckelborg Financial Group LTD (MFG LTD), an exempt market dealer.
In 2014, I completed my designation in Financial Planning and became a Certified Financial Planner® professional.
In 2016, I completed the Canadian Securities Course with honours.
In July 2022, I completed a designation in investment management and was granted the Chartered Investment Manager® designation.
310 Wall St., 203, Saskatoon, SK, S7K 1N7 3062601356
marclapointe@all-sask.com
Contact Marc LaPointe
Marc LaPointe
310 Wall St. , 203
Saskatoon S7K 1N7 , Saskatchewan
P : 3062601356
E :
310 Wall St. , 203
Saskatoon S7K 1N7 , Saskatchewan
P : 3062601356
E :
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