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For over 30 years, our team has brought diverse perspectives to the table, which often leads to better results for our clients.
Senior Associate Portfolio Manager, Wealth Advisor & Financial Planner
Life is emotional – financial structures are not.
As a trusted advisor and partner, I help people make the best financial choices to build, protect, and manage their legacy. At The Knapp Group, we provide a Family Office Experience from a Family Focused Team. Our mission is to extend the benefits of integrated wealth management, a service once exclusive to high-net-worth individuals, to clients like you.
My story spans 30+ years of experience and a toolbox full of designations to practice. CIM (Canadian Investment Manager), FCSI (Fellow of the Canadian Securities Institute), CIWM (Canadian International Wealth Manager), CFP (Certified Financial Planner). Wealth Advisor, Financial Planner, Senior Portfolio Manager, to name a few. But that’s not all that I am.
Who Am I?
Let's build, protect, and manage your wealth – and do something different, together.
“I was drawn to financial services because it gave me the ability to apply both my science and financial background,” says Mark. He joined the industry in 2002, equipped with a Ph.D. from the University of Toronto, an MBA from the Schulich School of Business at York University, an M.Sc. from the University of Toronto, and a B.Sc. from the University of Toronto.
Since then, Mark has held various roles throughout his career, including Institutional Equity Research Analyst specializing in biotechnology and healthcare. His ability to research and evaluate both private and public companies in these sectors has set him apart. Progressing into Managing Director positions, Mark has demonstrated exceptional leadership and managerial skills in institutional equity research, sales, trading, and board membership as a Retail Investment Advisor.
An associate Investment Advisor since 2013, Mark's primary responsibilities focus on portfolio design, management, and review. Additionally, he serves as a trusted point of contact for select Ultra High Net Worth clients, guiding them on a wide range of investment matters. Driven by his passion for advising and educating clients, he finds great fulfillment in helping them navigate the complexities of investment strategies.
Outside of his professional pursuits, Mark actively supports charitable causes related to dog and animal welfare, breast cancer, and food banks. During his spare time, he indulges in reading and enjoys undertaking home renovation projects.
Associate Investment Advisor
For Paul, this business is all about partnership. “I enjoy being a trusted partner in our clients’ lives – giving them confidence that they are taking care of their present, future, and potentially next generation’s wealth planning needs,” he says.
With a Bachelor of Commerce degree in finance and accounting from the University of Windsor, Paul has built a successful career in the financial industry. His journey began in his teenage years when he started investing and discovered a passion for managing wealth. Encouraged by his parents' emphasis on saving money, Paul developed a keen interest in helping others achieve financial stability.
As a valued member and associate investment advisor of The Knapp Group since 2014, Paul's role centres around providing clients with holistic wealth advice that encompasses investment, financial, and estate planning. From debt structuring and tax planning to insurance strategies, Paul ensures that our clients' financial needs are met with utmost professionalism and expertise. He takes immense satisfaction in being a trusted partner, empowering his clients to make informed decisions and think differently about their financial futures.
Beyond his professional pursuits, Paul prioritizes his health and enjoys a wide range of activities, including cycling, squash, skiing, yoga, golf, and back-country camping. With an appetite for exploration, Paul aspires to travel more and immerse himself in diverse cultures. Furthermore, he actively engages in philanthropy, supporting organizations like the Mississauga Food Bank and Brain Canada, and finds fulfillment in giving back to the community.
“We provide a high level of service for all our clients,” says Jake. “We want our clients to be able to enjoy their lives, knowing that our team has everything covered for them.”
For Jake, working in the financial industry is more than a job – it’s a huge part of his life. He initially pursued a computer programming degree, and quickly realized his true passion lay in RBC Dominion Securities, and he has worked his way up to his current role through dedication and perseverance.
As an associate investment advisor, Jake primarily focuses on institutional clients, working closely with portfolio managers for discretionary trading. With a keen eye for detail, he provides essential support for our team’s operations and actively contributes to business development efforts, engaging in financial literacy initiatives for our clients' children and managing email communications. Jake thrives on solving complex problems. Handling business owners with different structures is one of his strengths, as he excels in managing the multitude of touchpoints involved.
“We have wonderful clients,” says Ryan. “It’s always a pleasure to hear the interesting things that are going on in their lives.” A versatile professional with a Bachelor of Science (B Sc.) degree in from the University of Waterloo, Ryan’s studies focused on genetics, chemistry, psychology, and statistics before he realized that his true passion lay outside the realm of traditional science careers. This led him to explore new opportunities that would engage his analytical skills and offer long-term fulfillment and growth.
In April 2019, Ryan embarked on a new journey in the financial services industry and joined RBC Dominion Securities. In addition to completing industry courses, Ryan has experienced significant professional growth throughout his tenure. He has worked with multiple teams, both concurrently and separately, and his exceptional performance led him to join our team full-time in 2021.
As an associate for The Knapp Group, Ryan primarily provides administrative support and ensures the delivery of exceptional client service. His expertise in time management, organization, and interpersonal skills, honed during his previous role in retail management, has proven invaluable to our team.
Beyond work, Ryan cherishes time spent with his partner, Isaiah, and their cat, Luna. His hobbies include cooking, exercising, reading, and enjoying movies, shows, and various games with friends. Additionally, Ryan is committed to making a positive impact on society and actively supports the Trevor Project and The Canadian Cancer Society.