Financial Health Works focus' on three key ingredients. Health, Wealth & Retirement for both their business and individual clients. We bring ideas to life enabling you to easily understand and apply them in your financial future. We pride ourselves in offering the best in class financial products.
Your Valuable Team at the Helm
Mark Stonefish
B.B.A, H.I.A.,M.H.P, GBA, RPA, CEBS
Life Insurance Advisor, Financial Health Works Inc.
Mark’s career began in 1996 and he has established himself as a trusted financial advisor and benefit specialist. Taking the time to understand client needs is a huge strength of his, as well as educating clients about the various products that are available. He also focuses on assisting individuals and families increasing income and enhancing wealth.
Knowledgeable, detail-oriented, and intellectual leader are just a few words often used to describe Mark. With two and a half decades of experience in the fast-paced financial industry, Mark has established himself as an innovative leader and advisor.
In his current role, Mark leads strategic business development, strengthened client relationships, change and program management, and guides the success of his high-performing team. He has consistently found success through his effective communication skills and the unique ability to navigate details. Mark has earned the trust and admiration of his clients and peers alike.
He has worked as a financial advisor, employee benefits specialist, account manager and supervisor. He worked tirelessly to expand his experience and financial acumen, which would guide him down the path into leadership, and higher levels of responsibility as owner of Financial Health Works.
Designations
- Bachelor of Business Administration (BBA), Wilfrid Laurier University
- Designated Certified Employee Benefit Specialist (CEBS), Dalhousie University
- Designated Group Benefits Associate (GBA), Dalhousie University
- Designated Retirement Plans Associate (RPA), Dalhousie University
- Designated Health Insurance Associate (HIA), The Health Insurance Association of America
- Designated Managed Healthcare Professional (MHP), The Health Insurance Association of America
Brennan Stonefish
BBA
Analyst, Financial Health Works Inc.
Brennan has proven over the years his capabilities to grasp intricate financial concepts, while keeping in mind the best interest of the client and solutions tailored directly to their needs.
He shines using his organizational and analysis ability's to navigate everyday activities and tasks. He supports our back office administration leveraging technology and analyzing data. Brennan's attention to detail helps effectively manage change within the organization and drives its vision for growth and commitment to excellence.
Brennan holds a Bachelor of Business Administration degree from Brock University with a concentration in Finance where he excelled in all aspects of money management, investments, statistics, and economics. When at university, Brennan took on roles that required effective teamwork, strategic planning and he adapted to evolving situations.
On a personal note, Brennan enjoys spending time with friends and playing sports.
Designations
- Bachelor of Business Administration (BBA), Brock University
Gavin Stonefish
Analyst, Financial Health Works Inc.
Analyst, Financial Health Works Inc.
Gavin's interest in the financial industry began during his early coursework and exploration of the field as a student. Although he is still just starting off in his career, he has demonstrated strong potential and will continue to develop an understanding of complex financial concepts while prioritizing client needs and developing tailored solutions.
He excels in organization and analysis, applying these strengths to manage daily responsibilities effectively. Gavin supports back-office administration by leveraging technology and interpreting data to improve processes. His keen attention to detail enables him to help guide organizational improvement while reinforcing the firm's commitment to growth and excellence.
Through his studies in the Bachelor of Business Administration program at The University of Windsor, Gavin built a strong academic foundation, performing well in key subjects of communications, statistics and economics. During his time at university, he also embraced roles that require collaboration, strategic thinking, and adaptability in dynamic environments.