Marco Marin

Since joining LSBB Family Office in 2024, Marco has brought more than 15 years of experience with TD, where he held progressive roles across both Commercial and Personal Banking. His career journey has included leadership as a Branch Manager, trusted guidance as a Financial Planner, and advisory expertise as a Small Business Account Manager. Marco holds the designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®), the most senior and prestigious credential in Canadian financial services. He also earned a Bachelor of Arts in Business Administration with a specialization in Finance.

Marco is a firm believer in total wealth planning: a truly holistic approach that extends beyond investments to encompass tax and estate strategies, insurance solutions, and legacy planning, engaging with TD specialists where appropriate. His philosophy centers on helping families safeguard and grow their wealth across generations, creating a foundation that not only supports financial freedom today but also endures for the future. By taking the time to deeply understand each client’s unique circumstances, Marco ensures that every strategy is aligned with their values, goals, and vision for their family’s prosperity.