Marcus Christensen is the key relationship builder at Christensen Wealth Management. His approachable nature and deep understanding of family values make him the person family members call first.
Marcus moved into the financial services sphere after a decorated career as a professional figure skater. It was after retiring from figure skating and working as a coach for budding champions, that a client told him his ability to foster trust as a coach and mentor would lend itself to wealth management. Marcus realized he’d found his post-competitive life calling.
Applying the discipline and work ethic of being a professional athlete with the grind of the financial services sphere, Marcus has sought to be at the forefront of change, much like the investment industry itself. Where client solutions were more narrowly focused on funds 13 years ago the evolution of sophisticated planning and strategies have increased in breadth to meet the needs of affluent Canadian families. He also had a good role model in his mother, a financial planner for 35 years. He’s since built a client base of high net worth individuals, entrepreneurs and families. Marcus established Christensen Wealth Management at Richardson GMP in 2019.
Marcus currently holds some of the industry’s highest designations in wealth management including: Registered Retirement Consultant (RRC®), Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Investment Manager (CIM®). Marcus is starting his MBA in 2019. Marcus has been married for 10 years and has a 6-year-old son. His family resides in the Beaches.