Mark has over 20 years of experience serving corporate and private clients. He and his team provide wealth management services to private individuals and family office clients.
Mark has experience co-managing over $1 billion of private client assets, including as a head-office portfolio manager at RBC handling institutional-level asset pools. As a Vice President, Mark was previously a member of RBC’s Global Portfolio Advisory Committee, which establishes investment strategy for the firm.
Prior experience includes Director-level roles in investment banking and mergers & acquisitions at the global bank, UBS A.G., and at the Bank of Nova Scotia. From 2000-2008, he advised on transactions totaling $18 billion for corporate clients in Canada, the U.S. and Europe.
Mark graduated with the highest GPA of 496 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 Board member of the national charitable organization, Mental Health Research Canada.
He and his wife live with their young twins in Toronto.
