Know your advisor: CIRO Advisor Report
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Knowledgeable. Personable. Dependable.
As a Senior Financial Advisor with ATB, Marc brings more than 15 years of experience in the wealth management industry. He holds a Bachelor of Commerce with Distinction from the University of Alberta, along with the CIM, CA and CPA designations. His strong background in both accounting and investment management allows him to offer unique advice that is not only comprehensive but also tailored to each client’s individual needs. Marc serves families, businesses and institutional investors across Canada with genuine care to see them all succeed and with a deep focus to deliver dedicated insight and dependability.
A Strategic Partner in Financial Success
Marc’s passion for finance was sparked during his time managing a portion of the University of Alberta Endowment Fund as a top academic student. This early experience shaped his client-first philosophy and commitment to long-term success. At ATB, he thrives in a collaborative and purpose-driven environment that supports meaningful relationships with clients. Marc focuses on holistic, long-term investment management, with specialized attention to retirement and estate planning. His process begins by gaining a deep understanding of each client’s goals and circumstances, followed by developing a clear, actionable plan to reach them. He is committed to helping and empowering clients to navigate their financial journey with confidence.
Rooted in Community
Outside of work, Marc enjoys traveling, is actively involved in his community, and values time with family and friends. A former Golden Bears basketball player at the University of Alberta, he now contributes as a board member for KidSport, helping to provide children with access to sports. He stays active through tennis, golf, skiing, pickleball, cycling and spending time outdoors. For Marc, every client interaction is a chance to connect, listen and help someone take a meaningful step toward their financial goals.
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I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.