Mark joined the PFP Group in 2003. He is responsible for investment management as well as managing the PFP’s strategic direction. As an Investment Advisor, Mark specializes in Canadian and US markets. He employs a disciplined investment process that is centred on fixed income and equity risk management. With vast experience in strategizing asset allocation, Mark offers his clients balanced solutions with tax-effective portfolios.
The driving motivation behind Mark’s work ethic is his clients’ trust. His chief objective is to help his clients determine attainable goals and to guide them through a disciplined process. He believes in beginning with reasonable expectations and ending with projected results. He is always true to himself and to his clients. With both his own expertise as well as those around him, Mark is dedicated to achieving what he sets out to achieve with his clients.
Mark holds a degree in Economics as well as professional designations such as the Canadian Investment Manager. On his days off, Mark enjoys outdoor sports and spending time with his family.