Marc combines his desire to help people with his passion for numbers and problem solving. While getting to know you and your goals, Marc takes a personal, hands on approach to managing your wealth. If you are looking to benefit from expert investment advice and forge a strong relationship with a committed professional you can trust; look to Marc & the Harper Wealth Management Team.
Marc has provided wealth management advice to high net worth families since 2009.
To ensure you are receiving wealth management advice of the highest quality, Marc has made continuous education a top priority. Marc holds a Bachelor of Management and Organizational Studies specializing in Finance with a minor in French from Western University. He has earned the Chartered Investment Manager (CIM®) designation focused on high-level investment strategies and advanced portfolio management techniques tailored to affluent and institutional clients. He is also a Certified Financial Planner (CFP®) - the industry gold standard for financial planning, and a Chartered Life Underwriter (CLU®) - Canada’s premier wealth transfer and estate planning designation. Marc’s distinctive combination of industry education and experience leaves him uniquely positioned to quarterback your wealth and to help you build, grow, and protect it. Whatever your next financial milestone may be – planning your retirement, selling your business, or building a lasting legacy for your family – Marc will be with you every step of the way.
Marc and his wife Emily (as well as most of their extended family!) are proud long-time Guelphites. In his downtime, Marc enjoys watching stand-up comedy, playing strategy board games, and losing at road hockey to his sons (Max & Remy).
