Marc’s holistic and proactive approach helps him develop customized wealth management strategies throughout his clients’ financial paths. Marc always puts the client’s best interest first. He delivers optimal wealth management solutions and addresses all of his clients’ current and future financial requirements. Marc works closely with a comprehensive wealth management team, giving his clients access to an array of industry professionals such as financial planners, insurance and will & estate planning specialists. Marc invokes confidence and trust with all of his client’s relationships and ensures their goals and objectives are respected. He’s accompanied his clients through various life stages and has successfully guided towards long-term financial success.
With over 25 years of experience in the wealth management industry, Marc has significantly expanded his skill set and knowledge of a variety of products and services over the years. Marc acquired a license for options trading as well as insurance practices over the years. Marc has obtained his Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI ®) designations as well as his Portfolio Manager designation enabling him to offer discretionary management of clients’ portfolios.
A long time member of the Royal Montreal Golf Club, Marc enjoys golfing with his wife and spending time with his three grown children & their grand child.
