While earning his Bachelor of Commerce at McGill University, Mark traded stocks over the phone between classes. There wasn't much doubt he would end up in financial services one day.
What Mark didn't know back then was the people side of wealth management. As it turns out, relationship building comes naturally to him. He enjoys leading a team of people with different specialties and skills to help put clients on the path to financial security. He’s been advising individuals, small business owners and their families since 1999 and holds the Personal Financial Planner and Chartered Investment Manager designations.
Mark delivers customized advice because he takes the time to understand each client's needs. Before talking finance, he starts by learning about who they are as people. Every client is different, but the process to get them the help they need stays the same:
• Mark and our team get to know someone by learning about their values and goals.
• We collaborate with TD specialists such as accountants, lawyers, and estate planners to help create a well-rounded and detailed plan.
• Mark directs our team to execute strategies to address each client's unique vision.
A competitive nature is almost a requirement in this industry, and Mark’s spills over into his free time. He is an avid squash and golf player. Mark enjoys the camaraderie of it, the great exercise and above all the focus and effort it takes. These sports help to clear his mind, so he can return to the office re-energized.
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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