About Marc Pineault — Financial Planner, London, Ontario

Financial planner in London, Ontario — helping families and business owners build clear financial plans.

Who I Am

I'm Marc Pineault, a financial planner in London, Ontario. I help families, professionals, and business owners across Southwestern Ontario build clear financial plans — and then I manage their investments so those plans actually get executed.

Most people I work with have been meaning to “figure out the money stuff” for years. They're earning well, saving reasonably, but they don't have a real plan. They're not sure when they can retire, whether their investments are working, or if they're paying more tax than they need to.

That's where I come in. I build the plan AND manage the money. You get a clear picture of your financial future, a strategy for taxes and investments, and someone who keeps it all on track as your life changes.

Why I Became a Financial Planner

I got into financial planning because I saw too many smart, hardworking people making decisions about their money without a real plan. They were following generic advice from the internet, relying on a bank advisor who barely knew their name, or simply hoping things would work out.

Financial planning isn't complicated — but it does require someone who takes the time to understand your specific situation. Your tax bracket, your family goals, your business structure, your retirement timeline — these all matter. A generic approach misses the details that save (or cost) you thousands of dollars.

As a financial planner, I have the freedom to recommend what's genuinely best for my clients, rather than being limited to a single bank's product shelf. I have access to a full range of investment management and life insurance solutions, and I can build plans that integrate everything together.

My Approach

My philosophy is simple: I build the plan AND manage your money. Too many planners do one or the other. They'll hand you a 50-page binder and wish you luck, or they'll manage your investments without ever building a proper financial plan. I do both.

What that looks like in practice:

  • I build detailed year-by-year retirement projections so you know exactly when you can retire and what your income will look like
  • I proactively look for ways to reduce your taxes — not just at tax time, but throughout the year
  • I manage your investments and rebalance your portfolio so you don't have to think about it
  • I coordinate with your accountant, lawyer, and other professionals to make sure everyone is on the same page
  • I check in regularly to update your plan as your life changes

The result? You stop worrying about money and start living with confidence. You know your plan is solid, your investments are working, and someone is keeping an eye on everything.

Rooted in London, Ontario

I live and work in London, Ontario. I know this community — the local economy, the cost of living, the opportunities and challenges that families and business owners here face. When I build your financial plan, I'm not working from a generic template. I understand the Ontario tax system, the local real estate market, and the specific financial landscape that affects you.

I also serve clients in St. Thomas, Woodstock, Stratford, Ingersoll, Tillsonburg, Strathroy, and across Southwestern Ontario. Whether you prefer to meet in person or connect virtually, I'm here to help.

Frequently Asked Questions About Marc Pineault

What qualifications does Marc Pineault have as a financial planner?
Marc Pineault is a licensed financial planner in London, Ontario, registered to provide financial planning, investment management, and insurance services in the province of Ontario. He operates independently, meaning he is not tied to any single bank or insurance company.
How long has Marc Pineault been a financial planner in London, Ontario?
Marc has been helping families and business owners in London and across Southwestern Ontario build comprehensive financial plans, manage investments, and optimize their tax strategies for years. His practice covers retirement planning, tax planning, investment management, corporate financial planning, life insurance, and estate planning.
Does Marc Pineault offer virtual financial planning?
Yes. While Marc is based in London, Ontario and available for in-person meetings, many clients prefer virtual meetings. Virtual planning works exactly the same — you get the same comprehensive financial plan, investment management, and ongoing support whether you meet in person or online.
What areas does Marc Pineault serve beyond London, Ontario?
Marc serves clients across Southwestern Ontario including St. Thomas, Woodstock, Stratford, Ingersoll, Tillsonburg, Strathroy, Kitchener, Waterloo, Cambridge, Guelph, Sarnia, Chatham-Kent, Hamilton, and Brantford. Virtual meetings make it easy to work with clients anywhere in Ontario.

Ready to talk?

Book a free 15-minute call. No pressure, no pitch — just a conversation about your financial goals.

Or reach out anytime — I respond personally.