Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

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Contact

+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

Mark Ber

Founder
About Mark

Innovative approaches with seasoned experience – these are the hallmarks Mark’s high-net-worth clients rely on to address their complex business, succession, and tax objectives.

A 35-year veteran in the life and group insurance business with a belief in developing deep personal connections have earned the trust of his clients.

Mark’s depth of knowledge in the use of insurance as a tax-efficient strategy and his breadth of insurance offerings ensures a holistic risk mitigation approach for his clients, their families, and their businesses. His approach differentiates him from other brokers and has earned him long-standing multi-generational client relationships tailored to their changing needs.

Mark’s dedication to his craft has earned recognition in the industry through National Quality Awards and as a member of the Million Dollar Round Table.

When Mark is not serving his clients, you can find him cycling through the hidden paths of the Blue Mountains, riding the open roads on his Harley, or exploring diverse cultures abroad.

Jason Middleton

PARTNER
About Jason
Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC and earned his CFP designation in 2003.

When he is not in the office, you will find Jason cycling and chasing after his young kids!

Carolyn Witmer
Senior Case Coordinator
905-695-1965 x 222
Angie Avila
Group Operations Manager
905-695-1965 x 226
Mitch Abernethy
Information & Tech Specialist
905-695-1965 x 246