Mark has been an Investment Advisor with TD Wealth Private Investment Advice for the past half decade. He is primarily charged with performing investment research, financial planning, insurance strategies, and building relationships with affluent clients. Mark is also an integral part of the team’s investment committee, providing research and insight on investment decisions.
Prior to serving affluent individuals, families and business owners, Mark worked as an audit professional for one of the Big Four accounting firms. He earned a Bachelor of Commerce degree from McGill University and holds his Certified Financial Planner (CFP®) designation. Mark holds a Chartered Financial Analyst (CFA®) designation, a globally recognized designation that attests to the competence and integrity of investment professionals who have earned the right to use it. When not in the office, Mark enjoys spending time with his family and close friends or scanning the treeline in search of his golf ball.
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 trusted advisor to our valued clients.