For over 20 years, Mark has served corporate and private clients, with 12 years at RBC Wealth Management. He has experience co-managing over $1 billion of private client assets, including as a portfolio manager in head office roles at RBC handling institutional level asset pools.
Mark spent eight years in RBC’s global portfolio management team. As a Vice President, Mark was a member of the Global Portfolio Advisory Committee, which establishes investment strategy for the firm. He chaired a Private Investment Management portfolio designed for RBC’s $100 billion Canadian discretionary investment platform. He sat on investment committees including: Active Asset Allocation Portfolio and PAG A+ Canadian Core Dividend Portfolio. Mark was also a long-standing contributor to the firm’s monthly investment outlook published around the world in four languages.
Mark has advised numerous centimillionaire families ($100+ million) and their investment committees in
Canada and the U.S. He has also designed portfolios for institutional level assets including a $40 million pension fund.
Prior experience includes Director level roles in investment banking advising corporate executives in Canada, the U.S. and Europe on mergers & acquisitions and capital raises. Mark advised on 19 transactions totaling $18 billion, primarily while at the global investment bank, UBS AG, from 2000-2007.
Mark graduated with the highest GPA of ~500 students in the Faculty of Applied Science (engineering) at Queen’s University and with the highest GPA of ~100 students in his MBA class at the University of Toronto (Rotman School of Management). Mark is a CFA Charterholder and a Certified Financial Planner.
Mark lives with his wife, Chantal, and their young twins in Toronto.