As Portfolio Manager with RBC Dominion Securities, Mark Trussell provides access to a comprehensive range of services to help you build and protect your wealth. A firm believer in ongoing education, he has acquired the advanced industry designations of Chartered Investment Manager (CIM), Certified Financial Planner (CFP), Personal Financial Planner (PFP), and is a Fellow of Canadian Securities Institute (FCSI).
Mark draws on his credentials, expert knowledge and 15+ years of industry experience – including previous roles as Investment Advisor and Investment Retirement Planner within RBC Financial Group – to provide sound advice, exquisite execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
The advantages of discretionary money management:
By delegating your investment management to an accredited portfolio manager, you can free yourself from the burden of daily portfolio decisions while remaining confident that your investment plan is on track. As a dedicated partner in your financial future, Mark will work within your specific investment preferences, constraints and risk tolerance – and because your approval is not required for every transaction, he can make time-sensitive decisions quickly, helping you get closer to your investment objectives.
Mark’s clients appreciate the high level of dedicated service and contact he and his team provide. Committed to building and maintaining strong, lasting relationships with all his clients, Mark offers wealth management expertise that extends beyond investment advice. His aim is to help protect your wealth for the future, plan for retirement and create a legacy that considers your family, personal purpose and causes that matter to you.
Mark lives on a horse farm north of Toronto with his wife Belinda and children Matthew and Sophie. His family is active in high-level equestrian sport and Mark enjoys tennis, golf and yoga.
