MARKUS WENZEL
CFP
Mutual fund representative 1
Financial Planner
Insurance representative
Independent representative
About me
Since 2010, I have been helping families with their financial, investment and estate planning needs, serving the B.C. Southern Gulf Islands and Vancouver Island.
My formal education includes an Honours BBA from Simon Fraser University (1990). Qualified to offer mutual funds and insurance in B.C. and Alberta, and a Certified Financial Planning (CFP) professional since 2015, I am motivated to help clients identify and reach their goals while ensuring family harmony.
Active as a volunteer on Salt Spring Island as president of the Fulford Hall Community Association (since 2011) and the Salt Spring Squash Club (since 2016), I live with my family and various animals in a low-impact home I built under my late father’s guidance.
Recently our son Lukas joined the practice, and our affiliation with Investia and an insurance MGA provides clients with a wide range of investment and insurance options.
Contact meA complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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March 13, 2026
Bombs away -
February 27, 2026
Law and order -
February 20, 2026
Uncertainty rising -
February 13, 2026
Let the show begin!
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
Learn moreNew life event,
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