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Mark Diatel

Quantum Lifestyle Funding Group, Inc.
Financial Planning

Contact Information:

98 William Street
Mississauga, ON L5M 1J5
Canada
T: 4162701343
www.qlfgroup.com

Years in Business:

 

17

Clients I'm Seeking:

 

Our clients are Generation X-Late Baby Boomers (ages 35-50) who are either Business Owners, Professionals, Consultants and/or Executives that live within the Greater Toronto Area. They are in a high marginal tax bracket (have combined annual income of $150,000+ with a need to reduce taxes, pay off debts sooner and want additional cash-flow to enjoy their current lifestyle and realize their future dreams. In our role as the client's trusted CFO, our clients enjoy having a close working relationship with us. They trust the financial leadership and ongoing coaching that we provide and are willing to delegate in order to simplify, arrange and integrate their financial affairs.

About My Business:

 

Our clients appreciate the benefits of working with us because we are a fee-only Financial Planning Firm - we are independent, professional, transparent and provide unbiased and objective advice and solutions that are fully integrated with our client's lifestyle and financial affairs. Our proven proprietary financial planning and client service process is supported by our client-friendly meeting facility; state-of-the-art technology and operations platform; and by our experienced team of specialists and professionals (financial analyst, accountants, tax consultants and personal financial coaches, etc.) who are passionate to consistently provide a positive client service experience and deliver measurable results that exceed our client's expectations.

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