Custon Wealth Solutions for the busy entrepreneur


Mark McMahon, CFA

Senior Portfolio Manager

You will want your advisor to have a high-level understanding of the financial marketplace, financial products and solutions – one that comes from a combination of formal education, industry training and experience.

As a CFA charter holder, there is no higher indication of education and commitment within the finance industry. This designation allows me to offer discretionary money management to my clients - releasing them of the investment decision-making responsibility so they can devote their time and energy to other pursuits. Coupled with retirement, insurance and estate planning, all aspects of your financial needs are covered.

I am a veteran at BMO with over 25 years of experience in the industry.  Most recently I was the lead Portfolio Manager at BMO Asset Management overseeing the BMO Bond Fund, BMO Mortgage Fund, BMO Monthly Income Fund and shared the investing responsibilities on the BMO Asset Allocation Fund.  You can be assured that my education, experience and integrity will help formulate a unique working relationship to last many years.

In the Media

For more background on me, please check out these articles:

Financial Post