Overview


Mark offers seasoned advisory services and financial planning advice with a focus upon providing best in class discretionary wealth management for successful families, business owners and non-pension professionals (in particular those in law and medicine). 
 
After in depth consulation with clients, we help them determine the vision of the future they seek with an integrated and detailed road map on how to achieve these goals, and then revisit continually as progress has been made and circumstances change through our client's life stages.  In this way we mutually come to understand what is necessary to achieve our clients unique aspirations, and measure ourselves against this yardstick as opposed to some artificial or inappropriate yardstick.  By drawing upon the unmatched resources available to us from being part of the recognized leader in Canada for high net worth families with recognized experts in the fields of wills and estates, tax planning and strategies, we can address the multitude of client needs through one seamless point of contact.
 
Our discretionary approach to managing wealth gives you the freedom from day to day details of overseeing your wealth so you may instead focus on what's important to you, be that your career, business, family or enjoying the fruits of your labours in the lifestyle of your choosing.  A unique Investment Policy Statement is drafted to personalize your asset allocation, with the full comfort of knowing an independent Portfolio Risk Group provides an extra layer of due diligence and monitoring of client households.
 
Mark's clients seek conservative, responsible management of their hard earned assets where client interests are put first at all times (a fiduciary standard of care), provided with an unwavering belief in full transparency of holdings, costs and incentives.  The cornerstone of our philosophy to build and preserve wealth over time is to own interests in operating businesses to harness the ingenuity and effort of countless other motivated individuals.  By focusing on the longer term themes driving the success of such enterprises and paying less heed to the fleeting distractions of the daily news cycle our client's long term prosperity is secured in a tax effective manner.
 
Over his 18 years in various facets of the investment industry (including estates and trusts, investment counselling, boutique investment management, and full service brokerage services) Mark has maintained a consistent focus throughout on the specialized needs of high net worth families.  Mark holds the highly respected Chartered Financial Analyst designation, as well as the Canadian Investment Manager (CIM), and Certified Financial Planner credentials, and he is also licensed to invest in options and meet the needs of US domiciled clients.  Mark is a graduate of the University of Toronto Faculty of Law holding his LLB, and a Masters and Bachelor of Arts (Honours) in Political Science (as Gold Medallist) at the University of Western Ontario.  Mark is a member of the the CFA Institute, the Toronto CFA Society, and the Financial Planning Standards Council. 
 
Mark's interests outside of his professional life include golf, politics and public policy, classical music, travel and fine wine.  He lives in Toronto with his wife Diana, a Chartered Accountant, and vacation and visit family in the Collingwood area, Mark's birthplace, throughout the four seasons of the year, and is a members of the Oslerbrook Golf and Country Club and Toronto Athletic Club.