• Bachelor's degree in Economics from Concordia University
• Registered with CIRO

Marius has over 10 years experience in the investment industry and possess an excellent knowledge of the CIBC Wood Gundy reporting and applications technology. Marius is in charge of client service and operations, and is a key factor in our ability to continuously deliver outstanding client service. He is your key contact for questions relating to the administration of your accounts.

Mark has over 7 years of experience in financial services. His passion is helping clients build a sound and comprehensive plan that meets their financial and life goals. He is committed to serving his clients by prioritizing their best interest and by offering high-quality advice through life-long learning in wealth management. He has completed both undergraduate and graduate studies at McGill University, is a member of the Order of Financial Planners in Quebec (IQPF) and has earned a specialization in the insurance of persons (LLQP). He is currently pursuing the CFA designation as a level 3 candidate, which is the highest professional standard in portfolio management