Marc Poitras
Mortgage Agent
Marc brings over two decades of experience in the banking and insurance industries, where he has developed a deep expertise in partnering with independent financial advisors to deliver innovative cash flow and debt management solutions.
Through this collaboration, we identify and unlock efficiencies on the debt side of the balance sheet—an often-overlooked area that can significantly enhance a client’s overall financial strategy.
Marc’s expertise spans residential and commercial mortgage lending, investment lending, and specialized insurance lending.
These lending strategies are designed to complement and strengthen broader wealth management, insurance, and tax planning initiatives, creating a comprehensive, wrap-around approach to financial planning that is especially relevant in today’s dynamic market.
By strategically aligning lending solutions with long-term financial goals, Marc helps advisors accelerate their clients’ journey toward financial success.
His approach is grounded in promoting financial literacy, offering personalized guidance, and delivering strategic support through every life stage—empowering clients to make informed decisions and achieve lasting financial well-being.
Kinga and Allen have been extremely supportive and helpful in suggesting and educating us on mortgage products relevant for our unique situation.
Raunika L
I have worked with different mortgage brokers in the past but working with Michelle and Allen have been a nice change from traditional brokers.
Kathleen Jao
I chose to work with Guardian because they took a comprehensive view of my financial position, and found me the best solution for my needs.
