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Your Valuable Team at the Helm

Debbie and Mark have a vision for their business and individual clients, bringing these ideas to life enabling you to easily understand and apply them in your financial future.  They have been working together since 2004.  In 2010 together they formed Financial Health Works Inc. and they pride themselves in offering the best in class financial products.

As Mark is a qualified financial advisors, Debbie and Mark explore the best strategies for helping businesses and individuals achieve success and security.  Your success is our business!

Mark Stonefish Photo

Mark Stonefish

B.B.A, H.I.A.,M.H.P, GBA, RPA, CEBS

Life Insurance Advisor, Financial Health Works Inc.
Financial Advisor, Manulife Securities Investment Services Inc.

Mark is an expert in all aspects of employee benefits and group retirement arrangements with a cross-over tied to compensation and human resources.  Having worked with both private and publicly owned companies, along with not-for-profit and government related sectors.   He works on an ongoing basis with employers in union and non-union settings.  Mark's dealings have been broad amongst a wide range of industries from manufacturing and technology through professional and other service related industries.  As a result, Mark has in-depth experience and working knowledge of how many organizations operate, providing the ability to delineate how to recognize what drives organizational success and what undermines organizational efforts.  He has extensive experience with the underwriting of group plans, along with the administration and support of HR and Finance Departments.  

Mark's specialties include flexible and traditional plan design, cost containment and benefit integration strategies.  He helps organizations through the Capital Accumulation Plan (CAP) guidelines for group retirement plans.

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. Also, through investment and insurance planning, Mark is able to direct clients through financial strategies.

On a personal note, Mark enjoys spending time travelling and with his two sons.   You can find him in the community when he’s not at work, most likely at an arena, soccer field or baseball diamond.

Designations

  • Bachelor of Business Administration (BBA), Wilfid 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


For General Inquiries and Insurance Inquiries:
MARK@FINANCIALHEALTHWORKS.COM

For Wealth Investment Inquiries:
MARK.STONEFISH@MANULIFESECURITIES.CA


Debbie Mitchell Photo

Debbie Mitchell

B.A.

Life Insurance Advisor, Financial Health Works Inc.
Associate, Manulife Securities Investment Services Inc.

Debbie has a Bachelor of Arts in Psychology from the University of Windsor.  Prior to beginning her career in financial services, she had her own bookkeeping services company where many relationships were established that carried through to present day which helped people identify their key goals.  As an independent insurance advisor, Debbie is able to offer unbiased advice that gives her clients access to many products and services.

Debbie has been working in all aspects of Employee Benefits and Group Retirement since 2004.

Debbie has a comprehensive knowledge of the industry and understands the diverse needs of individual companies and their commitment to their employees to provide a custom-built plan to assure a healthy work environment.

On a personal note, Debbie is married with two daughters.  They are both currently studying at the University of Windsor.  Debbie enjoys cooking and playing the piano on her off time and continues to value the time spent with her family and friends.


Designations

  • Bachelor of Arts (B.A.), University of Windsor


FOR GENERAL INQUIRIES AND INSURANCE INQUIRIES:
DEBBIE@FINANCIALHEALTHWORKS.COM

FOR WEALTH INVESTMENT INQUIRIES:
DEBBIE.MITCHELL@MANULIFESECURITIES.CA