In his 30 years as a professional in the investment industry, Mark has learned the importance of continuously building knowledge and abilities in a financial world that changes rapidly. He actively works to share his learnings with Burgundy’s clients and participates in many continuing education programs through organizations like the CFA Institute and the Canadian Institute of Financial Planners. Mark provides investment counselling to many of Burgundy’s long-term clients and their families, and he has significant experience dealing with the intergenerational transfer of portfolios.

Burgundy Experience

  • Joined Burgundy in 2002
  • Appointed a Vice President in 2005

Relevant Experience

  • 30+ years of combined professional experience
  • Experience includes positions at: KPMG Investment Advisors Inc., CIBC, Royal Trust


  • CFA charterholder
  • Fellow of the Canadian Securities Institute
  • Certified Financial Planner
  • Graduate (Finance), Algonquin College
  • Various Executive Education programs

Memberships and Community

  • Board Director, Mackenzie Health Foundation
  • Chair, Finance and Audit Committee, Mackenzie Health Foundation
  • Treasurer and Secretary, Mackenzie Health Foundation
  • Member, CFA Society Toronto
  • Member, CFA Institute