Hello & Welcome
We founded WealthGro Financial to create a premier, truly independent Life Insurance and Wealth management agency, a one-stop destination for all of your financial needs where we can serve your best interest.
Hi! My name is Mark Jankovics. I’m a Certified Financial Planner (CFP®) and the Co-Founder of WealthGro Financial.
I grew up in former Czechoslovakia and moved to New York City in my early twenties where I started my business career as an IT consultant for Fortune 500 companies. My love for finance started while providing IT support for a Wall Street brokerage where I became fascinated by the stock market.
After moving to Canada I followed my passion and started my financial services career as a Financial Security Advisor for an Insurance Brokerage in Ontario. It was not as “glamorous” as working on Wall Street but I soon realized how much more impactful it was and the meaningful difference I could make in people’s lives.
I was later recruited by a major bank and gradually worked my way up from a Financial Planner role – serving the mass affluent client segment to a Director of Wealth Planning for the High Net Worth program helping some of the richest families and small business owners in Canada. Over the last 2 decades, I have had the pleasure to work with many professionals, physicians, and small business owners (multi-million dollar clients) and learned valuable lessons from some of the most talented Tax professionals and Estate Lawyers.
We have partnered with a number of globally respected financial institutions including top insurance carriers, Wealth Management, and Private Wealth companies to ensure best-in-class solutions. As such, we have the freedom & flexibility to provide you with the very best options for your unique situation.
Our clients are paired with a CERTIFIED FINANCIAL PLANNER (CFP ®) for unbiased advice who are ready to help with all aspects of your financial affairs: from cash flow management/budgeting to help you find the money, tax-efficient investing, planning for retirement, insurance, and risk management, tax planning and estate planning among other planning needs.
Our goal is to Help You Grow Your Wealth and protect what is important to you – your health, your family, your business, and your retirement.
We provide Top-Class service to professionals like you
We partner with you to create a personalized plan that evolve with you as your life changes and your business grows. Simplify your finances and minimize the tax you pay now, through retirement, and when you leave a legacy.
Get a comprehensive blueprint on how to Grow Your Wealth.