Mayo & Associates
John Mayo, CPA, CA
Vice President - Investment Advisor
John began his Financial Services career in 1981 with Coopers and Lybrand where he obtained his Chartered Accounting designation (1983). Early in his career he held a number of Senior Executive positions in the Financial Services industry including Chief Financial Officer and President of a Canadian Chartered Bank. In 1999 he returned to Orillia to open the BMO Nesbitt Burns office and for the last 17 years he has been providing Investment and Financial Advice to a wide range of Individual and Corporate clients. Today Mayo and Associates manage in excess of $300 million of Investment assets for clients, primarily located in the Orillia and Simcoe County area.
John has been an active participant in the Orillia community as a member and past president of the Kiwanis Club of Orillia and a volunteer with Orillia Big Brothers Big Sisters. He also held Director positions with Orillia Soldiers Memorial Hospital Foundation and Project Umbrella Burma. John and his wife Margaret are long-term residents of Orillia – his four daughters were all raised in the Orillia community prior to leaving to pursue their post-secondary education.
Robert Marck, MBA, CFA, CPA, CMA
Investment Advisor - Associate Portfolio Manager
Robert joined Mayo & Associates in April of 2016 after close to ten years of working in Toronto's Financial District. Robert brings a wealth of experience to the team with an expertise in equity analysis and portfolio management. Roberts' previous roles included working at investment banks and brokerage houses, primarily providing investment guidance to institutional investors. Robert was most recently employed as a Manager of North American Equities providing equity analysis and investment guidance to over 800 investment advisors. Robert also served on an investment committee which managed approximately $400 million in discretionary assets. Robert graduated from Wilfrid Laurier University in 2009 with an MBA in Financial Management, earned his CPA in 2012 and was awarded the CFA Charter in 2015. Robert currently lives in Simcoe County with his wife Pamela, his daughter Sienna, his son Logan and his pup Oden.
Associate Investment Advisor
Cindy has been employed with BMO Nesbitt Burns since 2003 and has worked exclusively with John since 2005. Prior to joining BMO Nesbitt Burns Cindy was an Investment Advisor with a competitor. Cindy opened an investment office in Midland Ontario and, in a very short period of time, developed a successful and respected business. Cindy has been employed in the financial services industry since 1969. During that time she has provided client care in all areas of retail banking, entering the securities industry in 1998. Cindy enjoys living and working in Orillia.
Katie joined the Orillia BMO Nesbitt Burns branch in January 2018. She brings several years of customer service and administrative experience to the team and recently became a licensed Investment Representative in January of 2019. It is Katie who welcomes our clients upon arrival and it is her friendly voice you hear when you call our office. Katie has a business educational background and joined the financial industry in 2016. Katie is from Huntsville originally and enjoys the outdoors- hiking and fishing are her favourites. She now lives in the Orillia area with her boyfriend Kenney.