Marc Pineault — Financial Planner in London, Ontario
Comprehensive financial planning for individuals, families, and business owners across Southwestern Ontario.
Who Is Marc Pineault?
Marc Pineault is a licensed financial planner based in London, Ontario. He works with individuals, families, professionals, and business owners across Southwestern Ontario to build coordinated financial plans covering retirement income, taxes, insurance, investments, and estate planning.
Most people Marc works with are earning well and saving reasonably, but don't have a real plan — they're not sure when they can retire, whether their insurance gaps are covered, or if they're paying more tax than necessary. Marc closes that gap.
Based in London and serving clients across the region, Marc works both in person and virtually.
What Marc Pineault Does
Retirement Planning
CPP and OAS timing, RRSP/RRIF drawdown strategy, pension income splitting, and sustainable retirement income.
Tax Planning
Income splitting, account optimization, capital gains planning, OAS clawback avoidance, and corporate tax strategies.
Investment Management
Portfolio construction, asset allocation, account type optimization, and ongoing rebalancing.
Corporate Financial Planning
Salary vs. dividends, holding company strategy, IPPs, corporate-owned life insurance, and succession planning.
Life Insurance
Needs-based analysis for term and permanent coverage — personal and corporate-owned.
Estate Planning
Probate minimization, beneficiary designation review, power of attorney coordination, and trust planning.
Who Marc Pineault Works With
- Professionals and executives planning for retirement in the next 5–20 years
- Business owners and incorporated professionals (physicians, lawyers, dentists, engineers)
- Pre-retirees navigating CPP/OAS timing, RRSP drawdown, and pension decisions
- Families managing competing goals — home purchase, education savings, insurance gaps
- Retirees optimizing income sequencing and managing estate considerations
Service Area — Southwestern Ontario
Marc is based in London, Ontario and serves clients across Southwestern Ontario in person and virtually.
Frequently Asked Questions About Marc Pineault
Is Marc Pineault a financial planner or financial advisor?
Marc Pineault is a financial planner based in London, Ontario. He provides comprehensive financial planning services including retirement planning, tax planning, investment management, life insurance, corporate financial planning, and estate planning.
Where is Marc Pineault located?
Marc Pineault is based in London, Ontario, Canada. He serves clients across Southwestern Ontario in person and virtually throughout the province.
What areas does Marc Pineault serve?
Marc Pineault serves clients across Southwestern Ontario including London, St. Thomas, Woodstock, Stratford, Ingersoll, Tillsonburg, Strathroy, Kitchener, Waterloo, Cambridge, Guelph, Sarnia, Chatham-Kent, Hamilton, and Brantford. He also works with clients virtually across Ontario.
How do I book a consultation with Marc Pineault?
You can book a free 15-minute introductory call with Marc Pineault through his online booking page. This is a no-obligation conversation to discuss your financial situation.
What does Marc Pineault specialize in?
Marc Pineault specializes in comprehensive financial planning for individuals, families, and business owners in Southwestern Ontario. His focus areas include retirement income planning, tax efficiency, life insurance, estate planning, and corporate financial planning.
Does Marc Pineault offer virtual financial planning?
Yes. While Marc is based in London, Ontario and available for in-person meetings, many clients work with him virtually. Virtual planning delivers the same comprehensive financial plan and ongoing support.
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