Helping People Getting Ahead With Their Finances.
Tailored wealth management, tax-efficient strategies, and estate planning designed to protect and grow what matters most
Why I Became an Advisor
I’m Mark Aquino, a Wealth & Estate Planning Advisor proud to serve the Surrey, BC community. My approach is centered on education—empowering you with the insights and tools needed to take control of your financial destiny. Whether you're growing a business, planning for retirement, or structuring a lasting estate legacy, I provide personal, local guidance to ensure your assets are protected and your financial goals are realized.
Our Key Financial Services Offered
Explore our comprehensive services, including tax-efficient wealth accumulation, estate planning strategies, and personalized asset protection solutions to build a secure financial future.
Tax-Efficient Wealth
Maximize wealth by shifting trapped capital into tax-sheltered environments while keeping your Small Business Deduction intact. This smart corporate strategy helps your business grow faster while retaining more of what you earn.
Estate Planning
Safeguard your wealth from taxation using Insured Retirement Plans (IRPs), providing tax-free capital for retirement and financial stability. Ensure a seamless, efficient transfer of your legacy to the next generation.
Asset Protection
Safeguard your assets from creditors and unforeseen risks while ensuring a seamless, tax-efficient wealth transfer. Build a secure foundation that protects your hard-earned legacy for future generations.
How We Work Together
Taking control of your wealth and estate planning is simple.
1. Book Your Free Session
Schedule a complimentary 1-on-1 consultation to discuss your financial goals, business structure, and tax concerns—no pressure or obligation.
2. Receive Your Tailored Roadmap
I analyze your current financial setup and build a custom strategy optimized for tax efficiency, corporate wealth growth, and asset protection.
3. Protect & Grow Your Legacy
We implement your custom plan and regularly review it to ensure your business, wealth, and family stay protected as life evolves.
What happens next
After you book, I send a short survey. We then meet for 30 minutes, you learn, and you decide what comes next.