Mark offers seasoned advisory services and wealth planning with a focus upon providing best in class discretionary wealth management for successful families, business owners and non-pension professionals (in particular those in law and medicine).
After in depth consulation with clients, we help them determine the vision of the future they seek with an integrated and detailed road map on how to achieve these goals, and then revisit continually as progress has been made and circumstances change through our client's life stages.
Mark's clients seek conservative, responsible management of their hard earned assets in a fiduciary context. Over his 27 years in various facets of the investment industry (including estates and trusts, investment counselling, boutique investment management, and full service brokerage services) Mark has maintained a consistent focus throughout on the specialized needs of high net worth families. Mark is highly conversant in the issues facing families of means with expert knowledge in retirement, estate planning and tax effective wealth transfer. As a successful investor in his own right Mark has undertaken many of the strategies for his own family that he recommends his clients consider for their situation.
Mark holds the highly respected Chartered Financial Analyst designation, as well as the Canadian Investment Manager (CIM), and Certified Financial Planner credentials. He is licensed to invest in options as well. Mark is a graduate of the University of Toronto Faculty of Law holding his LLB, and a Masters and Bachelor of Arts (Honours) in Political Science (as Gold Medallist) at the University of Western Ontario. Mark is a member of the CFA Institute, the Toronto CFA Society, the Financial Planning Standards Council.
Mark's interests outside of his professional life include golf, politics and public policy, classical music, travel and fine wine. He lives in Toronto with his wife Diana, a retired CPA, and spend time in the Collingwood area, Mark's birthplace, throughout the four seasons of the year.