For the past 26 years Marc has been providing Wealth Management solutions for High Net Worth Canadian Families. Marc`s practice focuses on providing high net worth North- American clients with access to advisory and discretionary portfolios, providing international diversification, multi-currency capabilities with custody in Switzerland and/or the United States. Marc’s strong financial industry experience includes 15 years of Wealth Management advising with a major Canadian Bank, (with 8 of those years spent in Geneva Switzerland) and 11 years in the domain of pension asset management with a major Life Assurance company.
– Wealth Management Advisor, Vontobel Swiss Wealth Advisors AG, Geneva
– Senior Banker, North America Royal Bank of Canada Suisse, Geneva
– Senior Client Advisor, Royal Bank of Canada, Calgary
– Wealth Management Specialist, RBC Dominion Securities, Calgary
– Regional Financial Planning Consultant, Royal Bank of Canada, Calgary
– Manager Education Services, TE Financial Consultant Ltd., Calgary