As an Investment Counsellor for RBC PH&N Investment Counsel, Marc Koenig works with a team of investment professionals to deliver comprehensive discretionary investment management for high-net-worth families, as well as their corporations and charitable foundations.
Having run several businesses focused on real estate development and landscape construction, Marc has firsthand knowledge of the complexities that business owners face, which has helped him better understand what is required for them to achieve their corporate, personal, and family goals.
Along with being a former business owner, Marc has spent the majority of his career in the investment management, real estate development and risk management industries. Based on this experience, Marc appreciates that with growing wealth comes growing responsibilities. He is a firm believer in the value of collaborating with partners, and with an in-house team of highly specialized tax, insurance, estate and business valuation / succession specialists, ensures different perspectives are represented, resulting in the development of truly customized wealth solutions for clients.
Working with a select number of clients, enables Marc and his team to gain a deep understanding of each client's personal goals and aspirations in order to tailor wealth management strategies unique to their financial needs.
Marc holds a number of specialized industry accreditations including the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He received his Honours Bachelor of Business Administration degree from Wilfrid Laurier University. He is also a member of the CFA Institute and Toronto Society of Financial Analysts.
While born in Switzerland, Marc has spent most of his life in Guelph, Ontario. When not at the office, Marc is an active member in the community, volunteering his time on the Finance and Investment Committee of the Children's Foundation of Guelph & Wellington and as an active member with the Royal Reach fundraising organization. He also enjoys staying active, cooking and relaxing at the cottage with family and friends.
