Portfolio Manager, Financial Planner - Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.
Marco has over 20 years of industry experience working as a Financial Planner.
In his role as Portfolio Manager and Financial Planner, Marco is responsible for designing and implementing tailored financial plans and investment strategies for clients.
As part of a holistic approach and with the permission of our clients, we will work with their other professional advisors such as accountants and lawyers to provide a holistic approach to wealth management.
Marco has been involved in the investment industry since 1996. He began his young career as a Financial Planner with Bank of Montreal. He joined Altamira Financial in 2004 as a Private Wealth Consultant and would later join TD Waterhouse Private Investment Counsel in 2007 as an Associate Portfolio Manager. In 2009, Marco was approached by BMO Harris Private Bank to return to where his career began as a Portfolio Manager and Investment Counsellor.
In 2013, having experienced much success throughout his career on behalf of his clients and employers, Marco pursued a new opportunity with Manulife Securities Incorporated where he conducts an independent financial advisory practice with Eden Valley Partners.
Marco earned a Bachelor of Commerce degree from University of Toronto in 1996 specializing in Economics, Finance and Investments. He is a Certified Financial Planner (CFP) and holds the Chartered Financial Analyst (CFA) designation.
In his free time, Marco enjoys golf, seafood cuisine, and the joy that comes with fatherhood through his two children, Alyssa and Julian. However, none of this could have been possible without the love and support of his high school sweetheart, Amanda.