INFORMED FINANCIAL DECISIONS


TAX               WEALTH              ESTATE

We help discerning individuals and business owners plan and save tax, grow and protect wealth, and maximize their estate.

Financial Services are complex. We help people who are looking for trusted, experienced, professional advice to help them successfully navigate these complexities.  

Financial decisions are often emotional and there may be potential conflicts among family members.  We have been called a calming influence, and proven to be very adept in these matters. 

Mark Dagys, the Managing Director, established IMC Financial in 2001. He is a Chartered Accountant and past CFO of several Insurance Companies. Now he acts as your “personal CFO” providing integrated and actionable financial advice. Save a lot of tax, grow and protect your wealth, and maximize your estate.




 

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.

 All other Products and Services are offered through IMC FINANCIAL.Please see our Disclaimer and Privacy Policy.