Skip to main content

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:
 Capture.png 
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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?