ESTATE
MULTIPLIERS
Christine Marks BA (Hon Psych), LLB, CFP
Founding Partner, Estate Multipliers
Christine has been helping individuals and families in the Golden Horseshoe area with protecting and growing their assets for over a decade. Started selling life insurance and mutual funds in 2002, and qualified as a Certified Financial Planner [CFP] in 2010, she specializes in leading other professionals and business owners from visualization to implementation of their personal financial goals with written plans and a healthy dose of realistic optimism.
She has an Honours Psychology degree from Western University (1989), a law degree from Osgoode Hall Law School (1992) , and she is currently working on her Certified Executor Advisor [CEA] designation. Christine believes that along with a sound business practice and strong moral code, the key to her success has been an understanding of her clients' priorities and goals that could only come from developing a relationship with each individual and truly listening when they speak. This is how she continues to help provide the outcomes they desire for their income, their families and their peace of mind.
Matthew Schwindt CFP, EPC
Colleague of Estate Multipliers and Senior Advisor
Matthew Schwindt has been a mutual funds advisor and insurance broker since 1994 and went on to earn his Certified Financial Planner [CFP] in 1999. He has since gone on to assist over 200 clients with a wide variety of financial services.
While specializing in Income Security, Life Insurance, Investments, and Estate Conservation, Matthew enjoys developing close relationships with his clients in order to truly understand each individual’s unique situation and priorities. This is how he assists them in making the most informed decisions possible when it comes to their important financial needs. With regular meetings and a diligent eye on the ever changing market environment, he is able to suggest the proper adjustments that will most benefit a client as their situation or needs change.
Matthew's constant aim is to provide the best service available with integrity and care to ensure that he delivers on the quality that his clients deserve.
mp.schwindt@sympatico.ca
About Us
Estate Multipliers opened its doors in 1993 as a paralegal firm focused on Will-preparation. While we no longer offer this service, we now provide full financial planning and investment and insurance services to individuals, families and professionals primarily in Southwestern Ontario.
NOTICE: We are only permitted to sell Mutual Funds in the province of Ontario and British Columbia. Please contact us for more information about this.
cem@estatemultipliers.com
Contact Us
Let’s get started on the right solutions and services to help you achieve your short and long-term goals. We are ready to help by meeting with you one-on-one either at our offices or at your kitchen table.
Christine Marks:
2 Saturn Court, St. Catharines, ON., L2M 2T1
Tel: 905.525.0111
Email: cem@estatemultipliers.com
Matthew Schwindt
2317 Lakeshore Road, Burlington, ON., L7R 1B3
Tel: 905.631.6421
Email: mp.schwindt@sympatico.ca
1. FINANCIAL PLANNING
Focus on things within
your control
2. INSURANCE
Plan for life events out of
your control
3. ESTATE PLANNING &
BUSINESS SUCCESSION
Preserve what you have created
Having a plan is important. We're here to help.
Estate Multipliers is focused exclusively on what is most important to you:
your family, your work, your health and your retirement. Together we can create the life you've always envisioned.
Welcome
REALISTIC OPTIMISM and Your Financial Security
Have you ever met a wealthy pessimist? One of our profession's most followed coaches, Nick Murray, urges us to teach our clients that "Optimism is the Only Realism."
At Estate Multipliers we embrace that mindset and expand on it:
"A Successful Investor must be an Optimist, without being a Fool."
After years of advising clients, we've found that the most successful outcomes apply that belief to a 3-part process. Click on the links below to learn more.
Retired business owner,
J. Millar
WHAT DO OUR CLIENTS SAY?
"... she has displayed the rare qualities of integrity, knowledge, and reliability in both her... investment professions."
There will be a time when you start to think about preserving your efforts of a lifetime. Whether you are thinking about passing your wealth on to your heirs or a smooth transition of your professional corporation or business, we can lend you our experience and expertise.
Insurance
WHAT DO OUR CLIENTS SAY?
"...Always takes the time to explain things and answer all of our questions no matter how trivial they are."
K. Podio,
CMA
Our Team
Serving our clients to the best of our ability is always a team effort. We have a large group of colleagues to call upon and regularly collaborate with lawyers, accountants, lenders, and other wealth management and risk management specialists.
Our Services
Financial Planning
FOCUS ON WHAT IS WITHIN YOUR CONTROL
FOR LONG TERM SUCCESS WITH YOUR FINANCIAL GOALS
- Buying that first or second house
- Growing a family, a career, or business
- Setting your children on a stable financial path
- Building a healthy retirement
- Business succession
- Estate planning
With well over 30 years' combined experience helping clients plan for and build on goals like these, we've learned that those who focused on the things that they could control while patiently implementing their written plans were most likely to enjoy long term success.
What can you control? What comes to mind is the goals you set, how you intend to achieve them (we will help you with that), and managing your own behaviours so you don't become your own biggest obstacle (helping you with that part is our greatest strength at Estate Multipliers).
WHAT DO OUR CLIENTS SAY?
"Ms. Marks' level of enthusiasm, thoroughness, and professionalism always exceed my expectations"
Director of operations at SmartMeds Pharmacy
-J.Handa
ESTATE PLANNING and BUSINESS SUCCESSION
PLAN FOR LIFE EVENTS THAT ARE OUT OF YOUR CONTROL
It's uncomfortable, we know, but Realistic Optimism requires a good understanding of what could go wrong with your plans. You can expect us to point these risks out to you ahead of time so we can explore strategies for getting your plans back on track should the unforeseeable happen.
Insurance can be an affordable way to protect your income and assets from the burden of unexpected circumstances.