Marc Pineault: Financial Planner in London, Ontario

Is Marc Pineault a financial planner in London, Ontario? Yes. Marc Pineault is a financial planner based in London, Ontario, working with The Co-operators to help individuals, families, and business owners build financial plans that align with their goals, values, and timelines.

If someone referred you to Marc or you found his name while searching for a financial planner in London — here's what you need to know about who he is and what he does.

Who Marc Pineault Helps

Marc works with a wide range of clients across Southwestern Ontario, including:

• Families planning for their financial future — home ownership, children's education, retirement savings, and protection
• Professionals who have built income but want a structured plan to grow and protect it
• Business owners navigating the complexity of corporate financial planning, including salary vs. dividend decisions, holdco strategy, and succession
• Pre-retirees and retirees who want a tax-efficient income plan they can count on

His clients tend to be people who have accumulated meaningful assets and want a planner who will look at the full picture — not just sell a product.

What Marc Does

Marc's practice covers the core pillars of financial planning:

• Retirement income planning — CPP, OAS, RRSP/RRIF drawdown, and tax-efficient income stacking
• Investment planning — portfolio construction tied to your financial plan, not just a risk questionnaire
• Tax planning — legal strategies to reduce your overall tax burden across your working and retirement years
• Insurance and protection — life, disability, and critical illness coverage based on actual needs analysis
• Estate planning — wills, powers of attorney, beneficiary designations, and minimizing probate

The goal isn't to check boxes. It's to build a plan that works as a coherent whole, where every decision supports every other decision.

Where Marc Is Based — and Who He Can Serve

Marc is based in London, Ontario, which puts him at the centre of Southwestern Ontario. He serves clients across the region, including Kitchener-Waterloo, Hamilton, Windsor, and surrounding communities — both in person and virtually.

If you're in the London area, an in-person meeting is easy to arrange. If you're elsewhere in Southwestern Ontario, virtual consultations work seamlessly.

Working With The Co-operators

Marc works with The Co-operators, one of Canada's largest co-operative financial services organizations. This matters because it shapes how he approaches his work — with a focus on long-term relationships, community values, and putting client interests at the centre of every plan.

How to Connect With Marc

If you've been referred to Marc or are looking for a financial planner in London, Ontario, the best first step is a conversation. There's no pressure and no commitment — just a chance to talk about where you are, where you want to go, and whether Marc's approach is a good fit.

You can reach out and book a consultation at https://calmmoney.ca/contact.

Marc Pineault looks forward to hearing from you.

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This article is for educational purposes only and does not constitute personalized financial advice. Please consult a qualified financial planner before making any financial decisions.