Mark is a Chartered Financial Analyst, Portfolio Manager and a graduate of Bishop’s University with a degree in Economics and Finance. Mark is responsible for overall portfolio and investment strategy including asset allocation, security selection, and tax efficiency. He brings a disciplined and analytical yet creative approach to building client portfolios. He focuses on a balance of performance and capital preservation tailored to each individual client’s short, medium and long-range objectives, which are first articulated through our Wealth Planning process. With over 25 years of investment industry experience, Mark has an in-depth understanding of the dynamic economic and investment landscape as well as a keen ability to be proactive while recognizing opportunities for our clients. Mark was a member of the Richardson GMP Board of Directors from 2010 – 2017.