Marc specializes in creating all-encompassing wealth strategies to help his clients achieve their personal and financial goals. Acting as his clients’ “personal CFO,” Marc collaborates with RBC’s industry-leading specialists to provide expert advice on all facets wealth management, including financial planning, tax-efficient investment strategies, business succession, Will & estate planning, retirement preparation and beyond.
Marc holds several advanced designations, including Chartered Accountant (CPA,CA), in addition to a degree from The University of Western Ontario in business management and organizational studies. Prior to joining RBC, Marc was a tax accountant for a boutique tax and accounting advisory firm in Toronto. During his time there, Marc worked with business owners, medical & legal professionals and executives to improve their corporate and personal tax planning strategies, in addition to the preparation of necessary financial statements. His analytical skills coupled with his ability to clearly communicate solutions continue to provide his clients with greater peace of mind.
Marc grew up in Oakville and currently lives Burlington, Ontario. In his free time, he enjoys golfing with friends, skiing and playing hockey. Despite the pain that comes along with it, Marc is also a lifelong fan of the Toronto Maple Leafs.