Mark has over 20 years experience providing comprehensive investment and wealth management solutions to individual clients, corporate clients, Trusts and non-profit Organizations. His areas of specialization include customized investment portfolios designed for income-oriented investors along with retirement income planning strategies for clients transitioning from the workforce to retirement.
Mark holds the following professional designations, Certified Financial Planner®, Chartered Investment Manager (CIM®), Financial Management Advisor (FMA), and has earned the Fellow of the CSI (FCSI), the highest honor bestowed by the Canadian Securities Institute.
Mark also provides his clients with financial planning, insurance, tax and estate planning services. Mark takes pride in ensuring his investment solutions are designed around individual client’s needs, ensuring each solution is customized for each client.
In addition to his 20 years of specialized investment knowledge, Mark draws on the extensive resources and research capabilities provided by TD Securities and TD Bank Financial Group.