Holistic financial services
Make The Most Of What You've Built.
A strategic approach to insurance, investments, and tax reduction designed to help you protect what you've built, grow your wealth, and plan confidently for the future.
Working With Canada's Top Carriers
Holistic financial services
Make The Most Of What You've Built.
A strategic approach to insurance, investments, and tax reduction designed to help you protect what you've built, grow your wealth, and plan confidently for the future.
Working With Canada's Top Carriers
You're In The Right Place If…
You're In The Right Place If…
Canadian Business Owner
You've worked hard to build your business and accumulate wealth. Whether you're focused on protecting your family, reducing taxes, or creating a more efficient wealth transfer strategy, we help business owners navigate insurance, investment, and corporate planning opportunities with confidence.
Professionals & Executives
As your income grows, so do the financial decisions that come with it. We help professionals and executives build wealth, improve tax efficiency, protect their income, and prepare for retirement through strategic insurance and investment planning.
Canadian Families
Protect the people who matter most with a plan designed around your family's future. From life insurance and education savings to retirement and estate planning, we help families build long-term financial security with confidence.
Canadian Business Owner
You've worked hard to build your business and accumulate wealth. Whether you're focused on protecting your family, reducing taxes, or creating a more efficient wealth transfer strategy, we help business owners navigate insurance, investment, and corporate planning opportunities with confidence.
Professionals & Executives
As your income grows, so do the financial decisions that come with it. We help professionals and executives build wealth, improve tax efficiency, protect their income, and prepare for retirement through strategic insurance and investment planning.
Canadian Families
Protect the people who matter most with a plan designed around your family's future. From life insurance and education savings to retirement and estate planning, we help families build long-term financial security with confidence.
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How Can We Help You
Helping Canadians protect, grow, preserve, and transfer wealth through strategic insurance, investment, and tax-efficient solutions.
Protect Your Wealth
Protect what matters most with insurance strategies designed to safeguard your family, income, business, and financial future against life's unexpected events.
Build Your Wealth
Build long-term wealth through disciplined investing, tax-efficient savings, and strategies designed to help your money work harder over time.
Keep More of Your Wealth
Reduce unnecessary tax drag and improve financial efficiency with strategies designed to help you retain more of what you earn and accumulate.
Transfer Your Wealth
Create a plan for the efficient transfer of wealth through estate planning, beneficiary strategies, and insurance solutions designed to preserve your legacy.
Protect Your Wealth
Protect what matters most with insurance strategies designed to safeguard your family, income, business, and financial future against life's unexpected events.
Build Your Wealth
Build long-term wealth through disciplined investing, tax-efficient savings, and strategies designed to help your money work harder over time.
Keep More of Your Wealth
Reduce unnecessary tax drag and improve financial efficiency with strategies designed to help you retain more of what you earn and accumulate.
Transfer Your Wealth
Create a plan for the efficient transfer of wealth through estate planning, beneficiary strategies, and insurance solutions designed to preserve your legacy.
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Start Your Strategy Today.
Let's discuss your goals and explore strategies designed to protect your wealth, improve financial efficiency, and support your long-term plans.
Start Your Strategy Today.
Let's discuss your goals and explore strategies designed to protect your wealth, improve financial efficiency, and support your long-term plans.
Start Your Strategy Today.
Let's discuss your goals and explore strategies designed to protect your wealth, improve financial efficiency, and support your long-term plans.
Meet Mark Solis
Clarity. Strategy. Confidence.
With over a decade of experience in financial services, I help Canadians navigate the decisions that shape their financial future. My approach combines insurance, investments, and tax-efficient planning into a strategy designed around your goals, not a product.
Whether you're focused on building wealth, reducing taxes, protecting your family, or planning your legacy, every recommendation begins with understanding what's most important to you.
As an independent broker, I work with many of Canada's leading insurance and investment providers to help clients find solutions that fit their needs today while supporting their long-term financial goals.
My philosophy is simple: protect what you've built, grow wealth intentionally, and create a plan that gives you confidence in the future.
With over a decade of experience in financial services, I help Canadians navigate the decisions that shape their financial future. My approach combines insurance, investments, and tax-efficient planning into a strategy designed around your goals, not a product.
Whether you're focused on building wealth, reducing taxes, protecting your family, or planning your legacy, every recommendation begins with understanding what's most important to you.
As an independent broker, I work with many of Canada's leading insurance and investment providers to help clients find solutions that fit their needs today while supporting their long-term financial goals.
My philosophy is simple: protect what you've built, grow wealth intentionally, and create a plan that gives you confidence in the future.
Ready To Take The Next Step?
Whether you're focused on protecting your family, building wealth, reducing taxes, or planning your legacy, let's start with a conversation.
Whether you're focused on protecting your family, building wealth, reducing taxes, or planning your legacy, let's start with a conversation.
Testimonials
Mark is amazing, had thought me everything I need to know about RRSP and TFSA. Shows you how to increase your net-worth the fastest way possible with the least about of risk. He very professional. Highly recommend
Christian Toritto
As someone who values transparency and clear communication when it comes to finances, I couldn’t be happier with the service we received from Solis Financial Services. Working directly with Mark as the sole associate made...
Brittany
I truly cannot say enough great things about Solis Financial Services and, most importantly, about Mark as the sole associate behind it all. In a world where you’re constantly bounced between assistants, departments, and...
Ram Patel
Mark has been amazing, he offers great financial advices and solutions tailored to his clients. I’ve found him very professional and responsive. Would 100% recommend.
Hans Daigle
Mark has been so great at communicating all steps of the entire process for what I needed, he is knowledgeable, courteous, and helpful and has been a great support for me...
Asya Twahir
Mark took the time to talk about my future goals and what I wanted to do, going out of his way to find alternative ways of reaching those goals.
Morgan Milliard
Mark is truly one of a kind! He really cares about his clients and looks to help them achieve their goals. He is not looking for any personal gain but is genuine about his clients succeeding, which is rare.
Nichole
Mark has been an incredible help with our insurance. He is professional, knowledgeable, and always quick to respond. He takes the time to explain options clearly and ensures we get the best coverage.
William Escano
What sets Mark Solis apart is his ability to explain complex financial concepts in a way that’s easy to understand. Whether it's retirement planning or investment strategies the makes sure I fully grasp the rationale behind his...
Carla Santos
Mark provided a great and smooth experience with setting up a policy and RESP for my family. Providing great advise and knowledge with planning. I would highly recommend his services.
Frances Cefaloni
I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...
Melanie Li
Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.
Arnold de Guzman
Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...
Julian Macalintal
Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.
Ted Byun
Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.
Florence Byun
Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....
Erine Onacse
Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....
Uzair Khan
Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...
Matthew Catahan
Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.
Chris Tjitro
Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.
Ebelyn Ocampo
Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.
Luis Mendoza
Mark is amazing, had thought me everything I need to know about RRSP and TFSA. Shows you how to increase your net-worth the fastest way possible with the least about of risk. He very professional. Highly recommend
Christian Toritto
As someone who values transparency and clear communication when it comes to finances, I couldn’t be happier with the service we received from Solis Financial Services. Working directly with Mark as the sole associate made...
Brittany
I truly cannot say enough great things about Solis Financial Services and, most importantly, about Mark as the sole associate behind it all. In a world where you’re constantly bounced between assistants, departments, and...
Ram Patel
Mark has been amazing, he offers great financial advices and solutions tailored to his clients. I’ve found him very professional and responsive. Would 100% recommend.
Hans Daigle
Mark has been so great at communicating all steps of the entire process for what I needed, he is knowledgeable, courteous, and helpful and has been a great support for me...
Asya Twahir
Mark took the time to talk about my future goals and what I wanted to do, going out of his way to find alternative ways of reaching those goals.
Morgan Milliard
Mark is truly one of a kind! He really cares about his clients and looks to help them achieve their goals. He is not looking for any personal gain but is genuine about his clients succeeding, which is rare.
Nichole
Mark has been an incredible help with our insurance. He is professional, knowledgeable, and always quick to respond. He takes the time to explain options clearly and ensures we get the best coverage.
William Escano
What sets Mark Solis apart is his ability to explain complex financial concepts in a way that’s easy to understand. Whether it's retirement planning or investment strategies the makes sure I fully grasp the rationale behind his...
Carla Santos
Mark provided a great and smooth experience with setting up a policy and RESP for my family. Providing great advise and knowledge with planning. I would highly recommend his services.
Frances Cefaloni
I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...
Melanie Li
Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.
Arnold de Guzman
Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...
Julian Macalintal
Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.
Ted Byun
Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.
Florence Byun
Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....
Erine Onacse
Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....
Uzair Khan
Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...
Matthew Catahan
Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.
Chris Tjitro
Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.
Ebelyn Ocampo
Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.
Luis Mendoza
Mark is amazing, had thought me everything I need to know about RRSP and TFSA. Shows you how to increase your net-worth the fastest way possible with the least about of risk. He very professional. Highly recommend
Christian Toritto
As someone who values transparency and clear communication when it comes to finances, I couldn’t be happier with the service we received from Solis Financial Services. Working directly with Mark as the sole associate made...
Brittany
I truly cannot say enough great things about Solis Financial Services and, most importantly, about Mark as the sole associate behind it all. In a world where you’re constantly bounced between assistants, departments, and...
Ram Patel
Mark has been amazing, he offers great financial advices and solutions tailored to his clients. I’ve found him very professional and responsive. Would 100% recommend.
Hans Daigle
Mark has been so great at communicating all steps of the entire process for what I needed, he is knowledgeable, courteous, and helpful and has been a great support for me...
Asya Twahir
Mark took the time to talk about my future goals and what I wanted to do, going out of his way to find alternative ways of reaching those goals.
Morgan Milliard
Mark is truly one of a kind! He really cares about his clients and looks to help them achieve their goals. He is not looking for any personal gain but is genuine about his clients succeeding, which is rare.
Nichole
Mark has been an incredible help with our insurance. He is professional, knowledgeable, and always quick to respond. He takes the time to explain options clearly and ensures we get the best coverage.
William Escano
What sets Mark Solis apart is his ability to explain complex financial concepts in a way that’s easy to understand. Whether it's retirement planning or investment strategies the makes sure I fully grasp the rationale behind his...
Carla Santos
Mark provided a great and smooth experience with setting up a policy and RESP for my family. Providing great advise and knowledge with planning. I would highly recommend his services.
Frances Cefaloni
I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...
Melanie Li
Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.
Arnold de Guzman
Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...
Julian Macalintal
Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.
Ted Byun
Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.
Florence Byun
Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....
Erine Onacse
Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....
Uzair Khan
Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...
Matthew Catahan
Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.
Chris Tjitro
Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.
Ebelyn Ocampo
Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.
Luis Mendoza
I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...
Melanie Li
Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.
Arnold de Guzman
Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...
Julian Macalintal
Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.
Ted Byun
Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.
Florence Byun
Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....
Erine Onacse
Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....
Uzair Khan
Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...
Matthew Catahan
Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.
Chris Tjitro
Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.
Ebelyn Ocampo
Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.
Luis Mendoza
I’m very grateful to have found Mark. From the start, he took the time to understand my financial situation and created a personalized plan that really works for me. As someone who’s not the most financially literate...
Melanie Li
Mark gave amazing service and thoroughly explained the different options. Would definitely recommend others to contact him; he’s very helpful.
Arnold de Guzman
Mark has been an incredible advisor and expert when it comes to my financial planning and strategy for the last few years. He’s a master of his craft and is always consultative and brings personalized recommendations...
Julian Macalintal
Mark explained everything very well to me... who has no idea how things worked. 100% would recommend to anyone who needs someone patient and professional.
Ted Byun
Mark was very helpful in explaining our investment options and teaching us how to strategize our finances. Professional and knowledgeable.
Florence Byun
Kuya Mark has been our trusted insurance advisor for the past eight years, always providing exceptional service. He is knowledgeable, reliable, and truly cares about finding the best coverage for our needs....
Erine Onacse
Extremely grateful for Mark and his knowlege in financial planning. He took the time to explain my options in great detail and answered all my questions. Feel better about my future and I have Mark to thank for that....
Uzair Khan
Mark Solis has been an absolute game-changer! His deep knowledge and strategic advice have helped me make confident, informed decisions about my investments and financial future. He takes the time to explain everything...
Matthew Catahan
Solid financial advice that put me back on track to achieve all my financial goals! Highly recommend.
Chris Tjitro
Been working with Mark for over 5 years now and only have had a great experience. Clear communication and straight forward process.
Ebelyn Ocampo
Mark helped me get great coverage with the features I was looking for. I would definitely recommend his services.
Luis Mendoza
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The Knowledge Base
Practical guides on tax, insurance, and wealth strategy — written for Canadian business owners and professionals who want to make more informed decisions.
Life Insurance 101: A Beginner’s Guide for Canadians
Life insurance is a crucial part of a solid financial plan, providing peace of mind and financial security for your loved ones. Whether you’re protecting your family, securing your business, or planning your legacy, choosing the right life insurance policy in Canada can help you achieve your long-term goals. In this guide, we’ll break down the different types of life insurance in Canada, their benefits, and how Solis Financial Services can help you find the right coverage.
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Maximizing Tax Deductions: A Guide for Canadian Professionals and Business Owners
Running a business in Canada comes with various financial responsibilities, including taxes. However, many business owners and professionals miss out on valuable deductions that can help them reduce taxable income and improve cash flow. In this guide, we’ll explore some of the best tax-efficient strategies for Canadian business owners and how you can maximize your deductions.
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How Business Owners Can Use Corporate-Owned Life Insurance to Save on Taxes.
As a business owner in Canada, finding tax-efficient strategies to grow and protect your wealth is crucial. One often-overlooked financial tool is corporate-owned life insurance (COLI), which can provide significant tax advantages while ensuring financial security for your company. In this article, we will explore how corporate-owned life insurance works and how it can help Canadian business owners save on taxes.
View more
Maximizing RRSP Benefits: A Comprehensive Guide for Canadians
A Registered Retirement Savings Plan (RRSP) is one of the most powerful tools available to Canadians for retirement planning. With tax advantages, long-term growth potential, and flexible withdrawal options, an RRSP can help you build a strong financial future. In this guide, we’ll cover the key benefits, contribution limits, tax advantages, and strategies to maximize your RRSP savings.
View more
Life Insurance 101: A Beginner’s Guide for Canadians
Life insurance is a crucial part of a solid financial plan, providing peace of mind and financial security for your loved ones. Whether you’re protecting your family, securing your business, or planning your legacy, choosing the right life insurance policy in Canada can help you achieve your long-term goals. In this guide, we’ll break down the different types of life insurance in Canada, their benefits, and how Solis Financial Services can help you find the right coverage.
View more
Maximizing Tax Deductions: A Guide for Canadian Professionals and Business Owners
Running a business in Canada comes with various financial responsibilities, including taxes. However, many business owners and professionals miss out on valuable deductions that can help them reduce taxable income and improve cash flow. In this guide, we’ll explore some of the best tax-efficient strategies for Canadian business owners and how you can maximize your deductions.
View more
How Business Owners Can Use Corporate-Owned Life Insurance to Save on Taxes.
As a business owner in Canada, finding tax-efficient strategies to grow and protect your wealth is crucial. One often-overlooked financial tool is corporate-owned life insurance (COLI), which can provide significant tax advantages while ensuring financial security for your company. In this article, we will explore how corporate-owned life insurance works and how it can help Canadian business owners save on taxes.
View more
Maximizing RRSP Benefits: A Comprehensive Guide for Canadians
A Registered Retirement Savings Plan (RRSP) is one of the most powerful tools available to Canadians for retirement planning. With tax advantages, long-term growth potential, and flexible withdrawal options, an RRSP can help you build a strong financial future. In this guide, we’ll cover the key benefits, contribution limits, tax advantages, and strategies to maximize your RRSP savings.
View more
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Frequently asked questions
Frequently asked questions
What services do you offer?
How long does a typical consultation process take?
Do you work with startups or established businesses?
What can I expect in the first consultation?
Do you offer ongoing support after the consultation?
Helping Canadian business owners, professionals, and families protect, grow, preserve, and transfer wealth through strategic insurance, investment, and tax-efficient solutions.
© copyright 2026
Helping Canadian business owners, professionals, and families protect, grow, preserve, and transfer wealth through strategic insurance, investment, and tax-efficient solutions.
© copyright 2026
Helping Canadian business owners, professionals, and families protect, grow, preserve, and transfer wealth through strategic insurance, investment, and tax-efficient solutions.
© copyright 2026