Marcel has been providing financial planning advice to his clients since 1994. Marcel also has an outstanding commitment to his clients and is continually upgrading his professional credentials and expertise to provide a superior level of service.
In 2008 he obtained his Certified Financial Planner (CFP®) certification which is the industry gold standard in financial planning. In 2007 he achieved the rare distinction of being named into the firm's President's Circle. In recognition of his outstanding business achievement, in 2010 Marcel was awarded the title of Vice President - RBC Dominion Securities. In addition, Marcel has achieved his Certified Divorce Financial Analyst (CDFA) designation in 2014, which specializes in comprehensive divorce planning and financial settlement solutions.
Marcel and Carolann live in Caledon with their four children. Away from the office Marcel enjoy's golfing, skiing and coaching soccer.
Marcel Takes a Personal Approach Based on Trust
Trust, confidentiality and integrity are the cornerstones of Marcel's practice. Marcel's clients value his caring and personal approach. They know that they can rely on his expertise and professionalism no matter what their financial needs.
A Disciplined Process of Wealth Management
Marcel employs a strategy called total wealth management. With this approach, all aspects of your personal financial situation are considered in the creation of your comprehensive wealth management plan. This plan integrates all your investment, insurance, tax and estate planning needs. This ensures you and your family are protected and provided for, no matter what life or the markets throw at you.
Marcel will oversee all elements of your wealth management plan and co-ordinate the activities of your existing professional advisors, such as tax accountants and estate lawyers. Marcel can also tap into his own network of professional advisors, as well as those available through RBC Financial Group.
Through Marcel, you have direct access to the expertise and resources of RBC Dominion Securities - Canada's leading provider of wealth management services.
For over a century, private investors have turned to us to help them achieve their financial goals. Today, we are trusted by over one million clients across Canada and worldwide.