Vice President, Portfolio Manager, Investment Advisor
Toll Free: +1 (800) 387-1865
Fax: (416) 369-8987
As an Investment Advisor and Portfolio Manager, Mark has been guiding clients through important investment decisions for over 20 years.
You can rely on Mark and his team to be there when you need them; he has been in this office and held the same telephone number since 1993. Mark and his team provide a high level of hands-on service, from construction of personal investment portfolios, detailed financial plans, portfolio monitoring and working directly with your accountant at tax time.
"Most of our clients were introduced to us as referrals from other clients, and we value that trust.
We take a long-term approach to investing and understand that you have entrusted us with your life savings. Methodical, well-researched investment decisions with a conservative bias have served our clients well through all types of markets."
After graduating from McMaster University, Mark's career began on the floor of the Toronto Stock Exchange, ultimately moving upstairs to the firm's trading desk and on to managing investment portfolios for clients. Today, Mark and his team manage assets for individual clients and their families, group RRSPs, corporations and trusts.
Mark holds the Canadian Investment Manager designation and is a Fellow of the Canadian Securities Institute.
Mark, his wife and children live in Toronto.