Your Advisor

John Mark Canada, EA, CTS, ChFC, CLU, LUTCF, CLTC

President

John Mark Canada is a native of the North Texas area who entered the financial services industry in 1981. He earned his inital designations in risk planning (CLU) and consulting (ChFC) in 1986 and 1987 from the American College in Bryn Mawr, Pennsylvania. In a desire to offer tax strategies as an expanded service to his clients, Mark earned his CTS as a Certified Tax Specialist from the Institute of Business and Finance in San Diego, California, and as an Enrolled Agent (EA), licensed by the U.S. Treasury, was admitted to practice before the IRS in disputes over tax matters.

As an independent advisor, Mark has developed a reputation since 1986 in consulting with privately held corporations and retirement income planning for individuals. His client base is spread across North Texas where he is based out of the Dallas area. Mark routinely places himself in a client's shoes and determines the best course for a client's needs. He has been an industry leader in a variety of financial areas, particularly in tax planning. In 2003, Mark was one of the key participants in the creation of Business Blocks 101, Inc., a firm focused on developing tax strategies and wealth development for individuals and small businesses with a slant towards the issues of tax savings as a primary focus. Business Blocks 101, Inc. became a Registered Investment Advisor in 2008, at which time Mark became an Investment Advisor Representative (IA) for the firm, licensed for financial planning services by the Texas Securities Board. Mark is also dually registered as an Investment Advisor (IA) for investment products through Fusion Capital Management, an SEC Registered Investment Advisor in Coppell, Texas. As an Enrolled Agent admitted to practice before the IRS, Mark offers tax planning and preparation services that are coordinated with the client's unique financial objectives.

Mark has sat on numerous committees and closely held corporate boards. He is a father of four and has seven grandchildren, His personal time is spent with antique car clubs and gardening activities.

Phone: (972) 564-4063

Email: jmchvc@aol.com