BA, FCSI®, CIM®
Senior Wealth Advisor, Senior Portfolio Manager
Roderick Mahrt is an Senior Wealth Advisor and Senior Portfolio Manager at Wellington-Altus Private Wealth. Rod embraces his fiduciary responsibilities when tailoring investment portfolios to reflect shifting political and economic realities. While a Portfolio Manager, Rod views himself first and foremost as a manager of risk. Each Client, whether individual or institutional, has an investment strategy which is governed by a highly personalized Investment Policy Statement (IPS). Rod has over 30 years of experience in the financial services industry and holds a Political Science and Economics degree from the University of Victoria. The Mahrt Investment Group designs highly personalized and proprietary investment and wealth management strategies for high net worth individuals, holding companies, trusts/estates and foundations. Rod is Married to Dr. Jo-Anne Nishimura-Mahrt, a retired local physician. Rod and Jo-Anne have two adult children, Courtney and Alex. When not working, you can find Rod at the golf course with his wife or spending time skiing at Sun Peaks.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.