Our Services

At Solis, we provide a range of services that work hand-in-hand with your goals, giving you the right financial solutions when you need them.

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Education Planning

Give your children a strong financial start. We help families create flexible funding strategies using tools like RESPs and tax-advantaged insurance solutions to support education, future goals, and lasting financial security.

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Education Planning

Give your children a strong financial start. We help families create flexible funding strategies using tools like RESPs and tax-advantaged insurance solutions to support education, future goals, and lasting financial security.

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Education Planning

Give your children a strong financial start. We help families create flexible funding strategies using tools like RESPs and tax-advantaged insurance solutions to support education, future goals, and lasting financial security.

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Tax Planning & Optimization

We help Canadians reduce unnecessary taxes and maximize after-tax wealth through strategic use of insurance and investment solutions. Whether personal or corporate, our goal is simple — help you keep more of what you earn.

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Tax Planning & Optimization

We help Canadians reduce unnecessary taxes and maximize after-tax wealth through strategic use of insurance and investment solutions. Whether personal or corporate, our goal is simple — help you keep more of what you earn.

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Tax Planning & Optimization

We help Canadians reduce unnecessary taxes and maximize after-tax wealth through strategic use of insurance and investment solutions. Whether personal or corporate, our goal is simple — help you keep more of what you earn.

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Insurance & Risk Management

Protect your income, business, and family with tailored insurance strategies. From personal coverage to corporate-owned life insurance, we design solutions that safeguard your financial future while supporting long-term goals.

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Insurance & Risk Management

Protect your income, business, and family with tailored insurance strategies. From personal coverage to corporate-owned life insurance, we design solutions that safeguard your financial future while supporting long-term goals.

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Insurance & Risk Management

Protect your income, business, and family with tailored insurance strategies. From personal coverage to corporate-owned life insurance, we design solutions that safeguard your financial future while supporting long-term goals.

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Retirement & Legacy Planning

Build a retirement plan that provides lasting security and leaves a meaningful legacy. We help you create tax-efficient income strategies and estate solutions to preserve and transfer wealth to the next generation.

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Retirement & Legacy Planning

Build a retirement plan that provides lasting security and leaves a meaningful legacy. We help you create tax-efficient income strategies and estate solutions to preserve and transfer wealth to the next generation.

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Retirement & Legacy Planning

Build a retirement plan that provides lasting security and leaves a meaningful legacy. We help you create tax-efficient income strategies and estate solutions to preserve and transfer wealth to the next generation.

“Secure your tomorrow with
strategies built to last.”


“Secure your tomorrow with
strategies built to last.”


Mark Solis