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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 a member of West Georgia Wealth, I have one mission – to discover the complexities unique to you and help you achieve your vision of success.  With over 40 years combined experience, our team is dedicated to 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 exploring the world with my partner, Lisa, or scanning the tree line in search of my golf ball.

Wealth Insights: 

Please enjoy the latest release of my quarterly newsletter:
Winter 2018.jpg 
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.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?