About Us
At Solis Financial Solutions (SFS), we help professionals, families, and businesses across Toronto and Ontario save more and grow their wealth through personalized life insurance, tax-saving strategies, and retirement planning. Our tailored solutions are designed to protect your family, secure your business, and help you keep more of what you earn. Partner with us to build a strong financial foundation while optimizing your savings for long-term success.
Work With Us
Meet The Founder!
Mark Solis - Owner/Founder
With over 10 years of experience in the financial services industry, Mark specializes in helping Canadian professionals, business owners, and young families across Ontario. From his base in Toronto, Mark delivers customized strategies to help clients build a strong financial foundation, maximize savings, reduce taxes, and plan for a secure retirement.
Mark’s journey began with leading financial corporations, where he honed his expertise in life insurance, investments, and tax-saving strategies. Now, as an independent consultant, he focuses on offering personalized, results-driven solutions tailored to each client’s unique financial goals and circumstances.
Whether you’re a business owner aiming to optimize your financial growth, a professional looking to safeguard your earnings, or a young family building your future, Mark’s educational approach ensures you gain clarity and confidence in every step of your financial journey.
Start taking control of your financial future today with expert advice designed to help you thrive.
Our Process: A Simplified Path to Financial Confidence.
Chat & Discovery
We start with a conversation to understand your priorities and financial goals. By learning about your current strategies, we uncover opportunities to help you save more, protect your assets, and optimize you financial plan
Personalized Planning
Using what we’ve learned, we design a detailed plan tailored to your unique needs. Our strategy focuses on optimizing savings, building financial security, and equipping you to make confident financial decisions. Every element is crafted to align with your lifestyle and aspirations.
Simple Setup
We take care of the entire application process so you don’t have to. From paperwork to underwriting, we handle the details. Once everything is complete, we seamlessly activate your policy, giving you the peace of mind that your financial plan is ready to delivery value.
Need to talk to a human?
Book a 30-min consultation to call to find out how we can help you get the right coverage and protect your financial future today.
Latest Blog & News
How Business Owners Can Use Corporate-Owned Life Insurance to Save on Taxes.
Discover how corporate-owned life insurance (COLI) can help Canadian business owners reduce taxes, grow wealth tax-efficiently, and secure their company's future. Learn about tax-free death benefits, capital dividend accounts, and strategies for succession planning, key person insurance, and retirement.
Investment 101: A Beginner’s Guide to Investing in Canada
Discover the top investment accounts in Canada, including TFSAs, RRSPs, FHSAs, and RESPs. Learn how to maximize tax savings, grow your wealth, and choose the right strategy for your financial future. Solis Financial Services helps you navigate the best investment options tailored to your goals.