Mark Heenan
Senior Portfolio Manager
Senior Investment Advisor
CFA
B.Comm.
CFP®
Committed to understanding your needs and helping you achieve your vision of success
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Mark has been working as an Investment Advisor with TD Wealth Private Investment Advice for over a decade. His main responsibilities include conducting investment research, financial planning, implementing insurance strategies, and developing relationships with high-net-worth clients. Mark is an important member of the team's investment committee, offering insights and research to aid in investment decisions.
Before working with affluent individuals, families, and business owners, Mark was employed as an audit professional at one of the Big Four accounting firms. He holds a Bachelor of Commerce degree from McGill University, the Certified Financial Planner (CFP®) designation, and the Chartered Financial Analyst (CFA®) designation, which is a globally recognized designation for investment professionals.
Certificates
CFA
B.Comm.
CFP®
West Georgia Wealth
We are a boutique wealth management team that operates within TD Wealth Private Investment Advice, part of the TD Bank Group. With 50 years of combined experience in successfully managing through various market cycles, we are confident that we will continue to be a professional advisor to our valued clients.