Mark has decades of demonstrated success at helping busy investors to navigate the complexities of serious wealth. His tenure in finance has spanned 35 years and he has helped people manage wealth for over 25 of them.
With the Chartered Professional Accountant (CPA, CA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, Mark can advise on all facets of finance to help you and your family adapt to change. To enhance and protect your assets, Mark and Charlotte will work closely together to select securities and make recommendations based on your personal situation, life and career events and other facets of your life. Like Charlotte, Mark manages wealth with integrity and clarity. As a fiduciary, he has a duty to place our clients’ interests first.
Mark will do everything to ensure your wealth is being managed in the most effective way – and that you enjoy a little fun and dry humour along the way. He cares deeply about our clients and has a balanced life philosophy. Mark thinks outside the box, likes an intellectual challenge and is a great listener. He is a member of Raymond James’ prestigious Executive Council.
On a personal note, Mark and his spouse like to travel and connect with their three daughters.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
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