Mark works closely with clients to create long-term customized financial plans. He is also the “Chief Investment Officer” of the team, leading the portfolio construction process. His extensive experience and industry designations enable him to expertly navigating a broad range of financial matters.
Mark is a long-time member and past-president of the Ottawa Estate Planning Council. He works hard to make a difference in not only the lives of his clients, but also in his community. He is actively involved with both the Royal Ottawa Foundation and the Shepherds of Good Hope Foundation. Outside of the office, Mark and his wife enjoy cycling on their tandem bicycle, paddle boarding and skiing.