As an Investment Counsellor with RBC PH&N Investment Counsel, Mark brings
over 20 years' experience working in the financial services industry where he
gained extensive knowledge in the delivery of wealth management solutions
and superior service to high net worth clients.
Mark enjoys getting to know his clients on a deeper level to truly understand
their personal circumstances and life goals. This allows him to construct
portfolios that are customized to their unique needs. He also works closely with
internal tax, estate and financial planning specialists, along with accountants
and insurance professionals, to deliver a comprehensive wealth management
client experience.
Mark graduated with a Bachelor of Business Administration degree, specializing
in Finance, from Bishop's University and has completed the Financial Planner
program with the Institut québécois de planification financière and earned the
Chartered Financial Analyst (CFA) designation.
Mark lives in Lachine with his wife and daughter, with whom he enjoys cooking, cycling and amateur photography. Mark is avid watch enthusiast and reads extensively on all subjects related to horology. A believer in giving back to the community, Mark volunteers and raises funds for Just for Kids Foundation in Montreal.
