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Senior Portfolio Manager, Investment Advisor, & Financial Planner
Mark’s greatest passion is helping his diverse clientele achieve financial peace of mind.
Mark is a Chartered Investment Manager (CIM), Personal Financial Planner (PFP), Life Insurance Professional, and a Fellow of the Canadian Securities Institute (FCSI). These credentials, combined with 36 years of industry experience, bring Mark’s clients a deep understanding of all aspects of Wealth management, Financial planning, and Will and Estate planning.
Mark knows there is no single solution for every relationship, so identifying a family’s or institution’s unique goals is always top priority.
As a Portfolio Manager, Mark is licensed to provide discretionary portfolio management services, assuming the role of fiduciary while ensuring clients' best interests are put first.
Mark actively embraces a balanced lifestyle of fitness, family and friendships. Mark and his wife Josephine have two children, Jessie and Paul, who live and work in Sarnia.
Trevor is one of the team’s principals and portfolio managers, and is a key relationship manager for the Randall-Roberts Wealth Management's institutional and high net worth clients.
As a CFP professional, Chartered Investment Manager, and Fellow of the Canadian Securities Institute, Trevor brings to the team a depth of experience and credentials to properly advise clients on the most important financial planning and investment management decisions. For Trevor, it’s a core belief that prudent planning is key to financial success.
As a Portfolio Manager, Trevor is licensed to provide discretionary portfolio management services, and assumes a fiduciary role, putting clients first and incorporating the best interest standard at all times.
When it comes to investing, it’s important to Trevor that clients, board members, and Trustees become smarter, better-educated investors. The team’s rigorous review process and portfolio management approach ensures long-term investing success.
Outside of the office, Trevor most enjoys time spent with his wife Kay and their three children Meghan, Juliet, and William, and is active in motorsports, fitness, and the outdoors.
Trevor, Mark, and the entire Randall-Roberts team proudly support Bluewater Health Foundation, through a variety of annual sponsorships and are long-standing supporters of the Foundation’s annual Golf Fore Health tournament.
Associate Wealth Advisor & Financial Planner
Tyler MacLaren is a CFP® professional and has been a member of Randall Roberts Wealth Management since 2013.
As an Associate Wealth Advisor, Tyler focuses on helping clients formulate long-term wealth management strategies to accomplish their unique financial and life goals. Tyler firmly believes 'what gets measured gets managed' and that every client needs a plan. A financial plan. No matter how complex your situation is, Tyler will work with you to help you understand where you are and where you want to be.
Born and raised in Sarnia, Tyler went on to graduate from Wilfrid Laurier University in 2011. When time permits, he enjoys traveling, skiing, hockey, golf and boating on Lake Huron.
Associate Wealth Advisor
A lawyer by profession, Robert enjoyed a successful 17 year career in private practice before joining RBC Dominion Securities.
Robert offers clients advanced and comprehensive planning services to help "with the things keeping people up at night" enabling them to achieve their life goals.
Away from the office, Robert is a proud youth soccer coach and lives with his wife, Jessica, and two children, Brooklyn and Julien.
Associate
Alzira started with RBC Dominion Securities in 2013 as a branch operations assistant and joined Randall-Roberts Wealth Management in 2020. Alzira has 20 years of experience in business administration roles and holds her Canadian Securities Course designation. She is central to providing smooth and seamless service to our clients by handling their account administration, cash management, and review booking needs.
Genesis joined Randall-Roberts Wealth Management in November 2018, bringing with her 15 years of retail banking experience at RBC Royal Bank and another large Canadian bank.
As a member of our branch Community Committee, Genesis is passionate about volunteering in the Sarnia-Lambton area with multiple organizations such as Junior Achievement of South Western Ontario, Big Brothers Big Sisters of Sarnia-Lambton, and The Women’s Interval Home of Sarnia-Lambton.
Genesis has completed the Canadian Securities Course and plays an integral role on our team as coordinator of wealth management services and general administration.
