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Markus started his career in financial planning with TD Waterhouse in 2007, at the eve of the worst financial crisis in over a generation. He quickly learned the importance of ensuring that every invested dollar is tied to stated goals by way of a comprehensive financial plan. The 2009 market crash, and the bull market that followed, also affirmed that every bear market is just a short-term interruption to a long-term permanent up-trend. While the first part of his career at the bank provided a great training ground, Markus felt that selling proprietary commission-based mutual funds wasn’t the ideal way to implement his clients’ wealth strategies and joined Canaccord Genuity Wealth Management in 2013. Markus graduated with honors from the D’Amore-McKim School of Business at Northeastern University has held the CFP® designation since 2009. In 2015, he attained the Chartered Investment Manager (CIM®) designation and since 2016 he has been able to provide discretionary investment management as a Portfolio Manager. An active Rotarian, Markus focuses his volunteer activities promoting literacy and health around the world. In his years working at a major bank he observed rampant financial illiteracy among customers of all ages, so he also devotes his time to promoting financial literacy through Junior Achievement, blogging, and advancing the financial planning profession as a founding member of the Financial Planning Association of Canada.


Financial Planning
Investment Management
Portfolio Management
Retirement Income Planning


CFP (Canada)

Compensation Models

Fee based (AUM)

Professional Associations




Assets Under Management


Practice Size


Investment License

Portfolio Manager

Provinces Licensed (Investment)

British Columbia
Prince Edward Island
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