About us

We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.

Taggart Wealth and Estate Planning Inc.

  • Office: 613-748-3455 ext. 4470
  • Fax: 613-748-8220

Mark Taggart

Financial Security Advisor
Investment Representative

Since 2008, I've been helping business and individuals safeguard their assets and plan for the retirement they want.

I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies tailored to your risk tolerance and hedge against market volatility.

When I'm not working, I enjoy golf, and travel.

Supported by a team of experts

When specialized expertise is required, we have access to a team of professionals associated with Canada Life. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.