Mark J. Gerber brings more than 30 years of experience in the financial services industry, helping individuals, families, and business owners navigate important financial decisions with confidence. He graduated with honors from what was then the Insurance and Financial Planning program at Mohawk College in June 1986.

Throughout his career, Mark has provided guidance in areas including retirement planning, intergenerational wealth transfer, and business succession planning, with particular experience supporting family businesses, farm families and agri-businesses. He believes that effective financial planning goes beyond investments, which is why he collaborates with tax, estate, and insurance professionals to help ensure clients receive well-rounded advice and coordinated solutions.

Mark is committed to building long-term relationships with clients by providing clear, practical guidance that simplifies complex financial matters. He understands that financial needs evolve over time and works proactively with clients to adjust strategies as life circumstances and goals change. His approach is grounded in trust, consistency, and helping clients make informed decisions that align with their long-term vision.

Outside of work, Mark enjoys golfing, traveling, and spending time with his grandchildren. He is also involved in his local church community and values maintaining a balanced lifestyle centered around family, work, and personal interests.