Wealth with Purpose is about living with intention
We help you align every part of your financial life with what matters most, so you can focus on today while preparing for tomorrow. From planning and protection to building your legacy, your wealth should give you choices: to live fully, care for the people you love, and prepare the next generation for success. Our team is here to guide you through every step, every decision, and every milestone, giving you the clarity and confidence to move forward.
Meet Us
Our strength lies in our people. Backed by in-depth analysis, market insight, and a network of highly qualified tax and product specialists, our team works together to bring you clear, actionable advice, and the confidence to move forward.
Discover how a clear, intentional plan
can help you live your best today, prepare for tomorrow,
and leave a lasting legacy.
Mark Taggart
Founding President, Insurance Advisor & Investment Representative
Office: | 613-748-3455 ext. 4470 |
Cell: | 613-724-8247 |
Email:mark@taggartwealth.com*
112 Kent St Suite 710
Ottawa, ON
K1P 5P2
Ottawa, ON
K1P 5P2