In 1988, after completing a degree in Business Administration at the University of Ottawa, Mark went on to co-manage RBC branches in the Kingston area.

Mark identified early in his career that portfolio management was an interest of his. He completed many industry and non-industry courses in Canada and in the United States to satisfy and surpass the prerequisites required to pursuit a career as a Portfolio Manager. Mark is part of a selected group that have been entrusted by RBC to provide Discretionary Portfolio Management through their Private Investment Management service.

Since 1992, Mark has enjoyed a very successful career managing portfolios and providing financial planning to high net worth clients from Physicians to Corporations. His management style differs from many other Portfolio Managers. He believes that sound portfolio management requires the manager to manage the portfolio throughout the whole market cycle not just the up cycle. This requires that strategies be in place when the market goes up and protective strategies when the market goes down.