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Mark Heenan

Investment Advisor

  • B.Comm.
  • CFP®
  • CFA®

"Committed to understanding your needs and helping you achieve your vision of success"

Introduction

As an Investment Advisor at TD Wealth Private Investment Advice, I have one mission – to discover the complexities unique to you and help you achieve your vision of success.  Our team, West Georgia Wealth, has over 40 years combine experience helping clients through every stage of their life.  Located in Vancouver's TD Tower on West Georgia Street, we are in the right place to help you build your own personal financial office with you at the centre as CEO.


Team of Specialists

I believe in surrounding myself with specialists.  This involves coordinating our team’s portfolio management and investment expertise with the advice of your own accountants, lawyers and other professionals, as well as TD specialists in:
  • Private banking,
  • Commercial banking,
  • Insurance, and
  • Tax and estate planning.

Education and Experience

  • Investment and wealth planning services for over 80 families
  • Chartered Financial Analyst (CFA®)
  • Certified Financial Planner® (CFP®) 
  • Prior experience as an Accountant with a Big 4 accounting firm
  • Bachelor of Commerce (B.Comm) from McGill University

On a Personal Note

When not in the office, you will find me spending time with my partner, Lisa, or scanning the tree line in search of my golf ball.


Wealth Insights: 

Summer 2018 
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West Georgia Wealth is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: (888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

 

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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TD Economics

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Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Forward Perspectives: The Great Canadian Uphill Battle

In March 2017, the Wealth Asset Allocation Committee (WAAC) made a decision to underweight Canadian equities in
favour of international equities.

RESP: Individual or Family Plans?

Even though Riley, 5, and Megan, 8, are in elementary school, they already have big dreams for their future.

Do you know someone who would benefit from my services?