Mark heads portfolio management within the Portfolio Advisory Group of RBC Wealth Management, encompassing equity advisory and portfolio management, multi-asset advisory, portfolio practice management, and investment analytics. Mark oversees the development of guided portfolios, is involved in the development of portfolio management tools, and has a strong focus on leveraging all of the elements of portfolio advice into integrated guidance for the field. Previously, Mark worked on PAG's U.S. equity team for 9 years supporting advisors with the construction of U.S. and international equity portfolios. Mark has been with RBC since 2000. He earned a Bachelor of Commerce from McGill University and is a CFA Charterholder.
ESG Symposium 2023 May 30, 2023 A new frontier for environmental, social and governance (ESG) issues is upon us. Learn how to navigate environmental and social risks and opportunities at this event for CPAs, leaders and other professionals from every industry.
AICPA & CIMA advanced personal financial planning conference 2023 June 5, 2023 Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s leading technical guidance from esteemed thought leaders.
The ONE Conference 2023 September 12, 2023 2023 will require businesses to remain resilient through turbulent times. Get the information you need to continue the evolution of your organization at CPA Canada’s flagship conference. Attend in person or online – your choice!