Marcos Lopes, EA in

Marcos Lopes, EA

Questioner · DISC type c
President at M7 Group Inc.
📍 Oakville, Ontario, Canada

Marcos Lopes is the Founder and CEO of M7 Group, an accounting firm he built from scratch into a 7-figure business over 12 years. He specializes in cross-border (USA/Canada) tax and accounting, leveraging technology for efficiency. Marcos holds a certification from The Canadian Payroll Association and studied at Canadian Business College.

Beyond his professional achievements, Marcos is passionate about travel and turning personal dreams into reality. He recently took a business trip to Panama, a destination he had long wished to visit, highlighting his appreciation for tropical environments and the peace they bring.

He successfully scaled his firm to serve over 5, 000 clients across North America, saving them millions of dollars in taxes.

Read the full overview →
Experience
9 Years
Current Role
President
Location
Oakville, Ontario, Canada
Personality Overview

How Marcos shows up

Systematic
Not Easily Convinced
Value Seeker

They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Priorities

Topics Marcos cares about

Business Scalability
He focuses on empowering businesses in the USA and Canada to achieve 7-figure growth, a journey he has successfully navigated with his own firm.
Cross-Border Taxation
He has a deep understanding of Canadian and U. S. markets, specializing in creating legal tax-saving structures for clients operating in both countries.
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Career

Work history

1-2016
President
M7 Group Inc.
1-2017
President
M7 Group Inc.
1-2017
Senior Accountant
M7 Group Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2018 - 2019
Accounting
Canadian Business College
2017 - 2018
Bachelor of Business Administration - BBA
Canadian Business College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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