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Mark Moulson, CFP®, CLU, CHS, RRC, TEP, EPC

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Tel: (807) 346-7091

Fax (807) 345-6741

E-mail: mark.moulson@bmo.com

With over 30 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize tax.

Mark’s designations include TEP Trust and Estate Practitioner, CERTIFIED FINANCIAL PLANNER® professional, CLU Chartered Life Underwriter and RHU Registered Health Underwriter. He is a member of STEP, Advocis and the Canadian Investor Protection Fund. Mark is an active member of his local church, enjoys the outdoors including golfing and downhill skiing.