Marc’s holistic and proactive approach helps him develop customized wealth management strategies throughout his clients’ financial paths. Marc always puts the client’s best interest first. He delivers optimal wealth management solutions and addresses all of his clients’ current and future financial requirements. Marc works closely with a comprehensive wealth management team, giving his clients access to an array of industry professionals such as financial planners and insurance and estate planning specialists. Marc invokes confidence and trust with all of his client’s relationships and ensures their goals and objectives are respected. He’s accompanied his clients through various life stages and has successfully guided towards long-term financial success.
With over 20 years of experience in the wealth management industry, Marc has significantly expanded his skill set and knowledge of a variety of products and services. Marc acquired a license for options trading as well as insurance practices over the years. In 2005, he became Vice-President, investment and wealth advisor at RBC Dominion Securities. Most recently, Marc got his Chartered Investment Manager (CIM®) as well as his Associate Portfolio Manager designation in 2017.
Marc graduated from McGill University with a certificate in accounting. In the past, he occupied the role of controller/accountant and financial advisor.
When Marc is not working, he enjoys golfing with his wife and spending time with his three grown children.