Manulife Wealth: Mark Schmitz - Portfolio Manager
Mark Schmitz is a Portfolio Manager with Manulife Wealth specializing in retirement income planning and wealth management. He offers a five-step process focused on sustainable retirement income, tax optimization, and portfolio management for retirees.
- Emphasis on tax & financial planning
- Free initial consultation
Strong fit for tax & financial planning.
Mark Schmitz is a Portfolio Manager with Manulife Wealth specializing in retirement income planning and wealth management. He offers a five-step process focused on sustainable retirement income, tax optimization, and portfolio management for retirees.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Lethbridge families.
Lethbridge, AB
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