For 25 years Mark has been managing investment portfolios and providing financial planning advice to Canadian families, trusts and non-profit organizations. Mark takes a life-first approach to financial planning. After gaining a strong understanding of the specific goals and financial lives of his clients, Mark delivers investment strategies, financial planning, risk management, and tax planning solutions to assist in their goal achievement.
As part of his dedication to helping clients achieve a cohesive wealth strategy, Mark works closely with their accountants, consultants, lawyers and other trusted professionals.
In 2019, Mark co-chaired a major fundraising initiative to raise funds benefitting Baycrest Foundation for Alzheimer’s research and he continues to champion this important cause.
In his spare time, Mark enjoys spending time with family, travelling, podcasting and playing tennis.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.