For over 23 years, Mark Shimkovitz has been managing investment portfolios and providing financial planning for a select group of Canadian families, trusts and non-profit organizations. He uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions. With a commitment to providing exceptional service based on trust, communication and a detailed understanding of his clients’ needs, Mark has guided and positively impacted countless clients through various stages of their lives.
A Toronto native, Mark currently resides in Thornhill, Ontario with his wife Robin. Together they have three children, Daniel, Jesse and Cali. When he is not working with clients, Mark enjoys cooking, golf and travel.