Marco Marin

A member of LSBB Family Office since 2024, Marco has been with TD for over 15 years. Prior to joining LSBB Family Office, he held various roles in both Commercial and Personal Banking. These roles included Branch Manager, Financial Planner and Small Business Account Manager. Marco holds the designations of a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Fellow of CSI (FSCI®), which is the highest honour and most senior credential in Canadian financial services. He also holds a BA in Business Administration with a specialization in finance.

Marco believes in total wealth planning: a holistic approach to wealth management that includes financial and investment advice, as well as strategies for insurance, tax and estate planning, and legacy creation. He believes laying the framework for a successful working relationship starts by understanding every client and how best to find financial freedom for them and their families.