Mark Mariotto

Mark Mariotto is a Senior Wealth Advisor and Senior Portfolio Manager at Wellington-Altus Private Wealth. As a Portfolio Manager, Mark takes his fiduciary role very seriously. Being a Portfolio Manager allows Mark to provide independent, proprietary investment solutions that reflect current market conditions, while also considering political and economic realities. Mark views himself first and foremost as an advocate for each of his clients.  He prides himself on delivering timely advice in a straightforward and easy to understand manner.  Each client, whether individual or institutional, starts with a personalized investment strategy that is carefully outlined in their Investment Policy Statement (IPS). This IPS provides the blueprint, which creates the structure on which the entire portfolio is built upon.

Mark has over 28 years in the financial services industry and holds multiple titles, including the Canadian Investment Manager designation. Mariotto Wealth Management uses a seven pillar process that includes tax efficient strategies, monthly income strategies, and intergenerational wealth transfer, to name a few.  This process allows Mark and his team to design and provide highly personalized and proprietary investment and wealth management strategies for high-net-worth individuals, holding companies, trusts and estates, as well as non-profits and foundations.

When Mark is not working, you will find him spending time with his family and friends.  Mark also enjoys mountain biking, skiing, or hiking the local trails, as well as the occasional round of truly mediocre golf.