Mark Davies, CFP®, CLU, CIM®

Mark Davies grew up on a farm outside Orangeville, where he learned early the value of hard work, responsibility, and looking after what matters most.

A father of four boys, Mark approaches both life and work with determination and a deep commitment to passing strong values to the next generation.

Today, he brings more than a decade of experience helping families build practical financial plans that protect their future. As Managing Partner at Novel Wealth and Portfolio Manager at Q Wealth Partners, Mark works with clients across a wide range of planning needs, from investment strategy and asset protection, to retirement and succession planning.

Mark believes financial advice should be clear and understandable.

He takes pride in helping families cut through complex financial jargon so they can make confident decisions about their future.