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WEALTH MANAGEMENT SOLUTIONS
Including Financial Planning, Estate Planning & Wealth Protection

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Mark Comfort brings over 30 years’ experience to his role as an Investment Advisor. Beginning with TD Bank and then joining Richardson Greenshields of Canada Limited in 1985, Mark began to establish the investment principles and approach that add value to his recommendations and client relationships today.

Today, Mark’s primary focus is constructing and managing conservative balanced portfolios. He believes that a balanced portfolio can provide growth and income with lower overall volatility and risk. He also specializes in fixed-income investing and has extensive knowledge of available yields and strategies, many of which use government, corporate and convertible securities that provide an income stream and capital gains.

Mark holds a number of industry designations, including the Canadian Securities Course; Canadian and U.S. Options, Commodities and Futures licenses; his Level II Insurance license; Canadian Investment Finance (CIF); Level 1 of the Chartered Financial Analyst Program (CFA); Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI), recognized as the highest honour in the financial services industry.

All of these accomplishments enable Mark to provide superior service and to recommend solutions that maximize investor confidence and provide peace of mind in any economy or market position.

To arrange a discussion with Mark, and a complimentary review of your current portfolio and financial plan, contact him today at (604) 257-7170 or mark.comfort@rbc.com

 

 

Matthew Mobilio

Associate

604-257-7083 | Email me