Mark Ward is a seasoned financial professional with over 35 years of experience in the financial services industry. Since beginning his career in 1987, he has developed a deep understanding of wealth management, investment strategies, and financial planning. Today, he leads the Ward Wealth Management Group at RBC Dominion Securities, a premier team dedicated to delivering full-service wealth management solutions tailored to the complex needs of high-net-worth Canadian families, business owners, and institutional clients.
As a distinguished investment professional, Mark is part of an exclusive group of highly qualified advisors authorized to offer discretionary portfolio management - allowing clients to benefit from proactive, professional investment decisions aligned with their financial objectives.
Mark holds a degree in Economics and Mathematics from York University, providing him with a strong analytical foundation for evaluating market trends, portfolio construction, and risk management. His expertise in fixed-income markets was honed during his tenure as a bond trader, where he gained in-depth knowledge of interest rate trends, credit risk, and structured investment products.
A strong advocate for lifelong learning, Mark has earned multiple prestigious industry designations, including:
- Certified Financial Planner (CFP) - Demonstrating expertise in financial planning, tax strategies, and estate planning.
- Chartered Investment Manager (CIM) - Recognizing advanced portfolio management skills.
- Fellow of the Canadian Securities Institute (FCSI) - The highest honor in Canadian financial services, awarded to leaders in the industry.
His investment philosophy is deeply rooted in capital preservation, strategic growth, and risk management. He believes in listening attentively to his clients' financial aspirations, assessing their unique circumstances, and crafting customized wealth strategies that provide stability, security, and long-term prosperity. His expertise spans:
- Investment and portfolio management - Developing tailored investment solutions based on rigorous research and disciplined risk assessment.
- Retirement and financial planning - Creating structured financial roadmaps to help clients achieve their personal and business financial goals.
- Estate and legacy planning - Assisting families in preserving and transitioning wealth efficiently and effectively.
- Tax-efficient strategies - Optimizing wealth structures to minimize tax liabilities while maximizing investment growth.
- Insurance solutions - Offering risk management strategies to protect wealth and secure financial legacies.
Mark's clients not only benefit from his deep financial expertise but also from his passion for building lasting relationships based on trust, integrity, and transparency. By partnering with the Ward Wealth Management Group, clients gain access to a comprehensive and disciplined wealth management framework, ensuring their financial success and security for generations to come.
Outside of his professional life, Mark is a firm believer in giving back to the community. He is actively involved in Global Missions Work through his church, supporting charitable initiatives that make a meaningful impact both locally and internationally. Additionally, he is an enthusiastic tennis player, regularly competing in both singles and doubles matches.
