As an investment advisor with RBC Dominion Securities, Mark Trussell provides access to a comprehensive range of services to help you build and protect your wealth. Mark has acquired the advanced industry designations of Chartered Investment Manager (CIM), Certified Financial Planner (CFP), Personal Financial Planner (PFP), and the prestigious Fellow of the Canadian Securities Institute (FCSI).
Mark harnesses his expert knowledge and more than a decade of experience with RBC to develop comprehensive wealth management solutions for his clients. His breadth of experience, expertise and credentials ensure sounds advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs. He is a believer in first determining the optimal wealth management structures for his clients, and then utilizing the appropriate investment option from the large toolbox of offerings available to him.
My services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth - please contact me at 905-764-5135 or email@example.com for a no-obligation chat.
Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and coordinate multi-faceted financial affairs
Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients
Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
Owner/managers who need help managing their personal and business assets, preparing for their upcoming business successions, converting business assets into personal assets tax efficiently and potentially equalizing their estate
Pre-retirees who want to make the most of their savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax income, while protecting their financial security
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Charitable foundations, business and non-profit organizations requiring investment management according to specific guidelines
To provide distinctly personalized service, Mark is supported by a team of service-oriented partners. They offer expertise and strategies in many investment and financial service sectors, including private banking, life insurance and high net worth financial planning.