How I build portfolios to help maintain a peak lifestyle during retirement

 

A fresh look at investment portfolios built for safety and growth in all market conditions.

What’s in the guide?

This comprehensive guide shows you how I structure investment portfolios to minimize risk while helping my clients meet their specific objectives.

You’ll learn:

  1. Why I create custom portfolios for all of my clients
  2. How I manage risk in the portfolios I create
  3. How I leverage my years of experience to benefit clients

Get the guide now!

Please enter your email address to download my complimentary guide.

*Required fields

About Mark

I have over 30 years of financial services experience with RBC. I am registered with the Investment Industry Regulatory Organization of Canada (IIROC) as a Portfolio Manager, and am a Certified International Wealth Manager (CIWM) with the Canadian Securities Institute. I pride myself on being the filter between my clients and the complexities of the financial world. My goal is to provide accessible, transparent information and expert advice that helps clients meet their greatest investment and wealth management goals.