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Mark Mariotto

Vice PresidentPortfolio ManagerInvestment Advisor

  • CIM®
  • FMA

Working together to help you achieve what truly matters to you

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What is most important to you in this stage of life? Is it Wealth Creation?
Or is it Wealth Protection and Distribution?

Over the past 20 years I have helped families, individuals, corporations and non-profit groups work towards their specific goals. I enjoy working with individuals with whom I have not only an outstanding professional relationship with, but also a personal connection. People that look forward and realize that wealth is a tool used to achieve their dreams, and not the dream itself. Feel free to contact me to see how we can work together to meet your wealth management needs.


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I have worked with Families, Foundations, Charities and High Net Worth Investors for 20 years.  In my free time I am husband and a father of three girls who like to keep me on my toes.  As a family we fully embrace the Okanagan lifestyle whether it is skiing at Big White, going to gymnastics,weekend soccer games or just enjoying the natural beauty of our area.  Individually, I enjoy mountain bike riding, my local Crossfit gym and the occasional game of golf. Giving back to the community is also important to us as a family.  We regularly foster cats and their kittens from the local SPCA and support charities such as World Vision.  We also enjoy supporting local high school students with our own bursary.

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Previous Issues:
Spring 2019 

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ADDITIONAL CONTACT

Toll Free: (888) 282-1534
Fax: (250) 470-3015
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015

LANGUAGES

English

EDUCATION

University of Northern British Columbia

COMMUNITY INVOLVEMENT

Mark has coached girls soccer in the Okanagan Mission Youth Soccer Association for numerous years. He also sponsors a bursary for Okanagan students to continue their formal education.

Uncover Your Wealth Personality

The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

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Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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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.

Recession is coming. Maybe?

A powerful predictor of future recessions sparked fears of an economic downturn and triggered a massive sell-off in the stock market. Scott Colbourne, managing director at TD Asset Management explains just what the bond market is signaling and more.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

Current Perspectives

Trumps, Tariffs and Trade Wars.

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?