It certainly was a pleasure meeting all of you at RBC this week. I have been hearing your names over the years and it is nice to finally put a face to the name. It is now clear to me why my wife chose this team to work with as your passion and talent for your work shines. I look forward to working closely with you as we move forward. Thank you once again. ~ H. S., New Client
Mark is an honest, solid, hard working financial advisor. His goal is to get the best results for his clients, and he achieves this by carefully studying the market. I highly recommend using Mark. ~ A. H., Client since 2000
Mark is a reliable and dependable financial advisor who looks at the big picture and for long term, solid returns rather than the quick buck. He is careful to understand the investment goals of his clients and with quiet efficiency he single mindedly works to achieve them. He is in regular contact with his clients to apprise them of the progress of their portfolio and to monitor any changes in their investment goals and is always available for consultations and advice. I use him and I highly recommend him. ~ J. B., Client since 2009
Mark is a professional who I have had the pleasure of working with for many years. His advice has always been well thought out and to the point and I am looking forward to working with Mark for many years to come. ~ B. H., Client since 2006
I have had my retirement, children's university and some company investments with Mark for 10 years. Mark has always put my portfolio's interests first and he has always been responsive to my questions and concerns. In the beginning, he worked with me in person, on the phone or via email to lay out a financial plan that suited my investment goals and risk-tolerance which we review annually. He keeps his clients informed via a monthly newsletter and personalized quarterly performance reports. Most importantly, I have been happy with his investment ideas and with my portfolio's performance under his watch. ~ L. S., Client since 2002
