As an Associate for RBC PH&N Investment Counsel, Marc Koenig works with a team of investment professionals to deliver comprehensive discretionary investment management for high-net-worth families, as well as their corporations and charitable foundations. They work with a select number of clients, which enables them to gain a deep understanding of their clients’ personal goals and aspirations in order to tailor wealth management strategies unique to their financial needs.
Having run several businesses focused on real estate development and landscape construction, Marc has firsthand knowledge of the complexities that business owners face, which has helped him better understand what is required for them to achieve their corporate, personal, and family goals.
Being a former business owner, and having spent the majority of his career in the investment management, real estate development, and risk management industries, Marc appreciates that with growing wealth, comes growing responsibilities. He is a firm believer that there is value in collaborating with partners, and with an in-house team of highly specialized tax, insurance, estate, and business valuation / succession specialists, ensures different perspectives are represented, resulting in the development of truly customized wealth solutions for clients.
Marc holds the Chartered Financial Analyst (CFA) designation, an internationally recognized standard for financial professionals and is a member of the CFA Society Toronto. He received his Honours Bachelor of Business Administration degree from Wilfrid Laurier University.
While born in Switzerland, Marc spent the majority of his life in Guelph, Ontario. When not at the office, he spends his time on the ski hills, on the golf course, playing soccer, hiking, cooking and being at the cottage with family and friends.
