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Mark Williams, CIM, FCSI

Branch Office Location: 104 Thames Street, Ingersoll, Ont, N5C 2T4

Tel: 519-485-5968
Tel: 866-848-6056

Mark Williams, CIM, FCSI

Address
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
Map

Contact Me

Education:
Bachelor of Administration Studies, Atkinson College- York University
Certified Investment Manager, Canadian Securities Institute
Canadian Options Course, Canadian Securities Institute
Level II Insurance License

Specialties:
Wealth Management - with emphasis on tax reduction strategies
Retirement and Estate Planning
Asset Mix Management
Efficient Market Strategies

Overall Investment Philosophy

Your Doctor will tell you three things to give you a better chance at living a healthy life:
  1. Eat right,
  2. Exercise and
  3. Get enough sleep
You will still get sick, but it might not be as severe and recovery may be quicker.

As an Investment Advisor I suggest three things to give you a better chance at creating a successful investment experience:
  1. Diversify,
  2. Watch your costs and
  3. Have a discipline/process regarding your portfolio structure
As with your health, things will go wrong (short-term performance will be under your long-term expectations) but it might not be as severe and recovery may be quicker.

As with your Doctor's advice, doing what we know to be correct is not as easy as it should be. One of the most valuable parts of my service is to ensure Investors stick to their long-term plans through market greed and fear periods - this is part of the discipline/process embedded in portfolio structure.

Diversification within investment types and through the inclusion of many different types of investments (or asset classes) creates portfolios consistant with Modern Portfolio Theory. Diversification need not be expensive.

Costs come in many forms - all representing negative returns to Investors. Active stock trading can increase costs, taxation, hidden bid/ask spread cost (particularly within smaller companies) and should be viewed in a cost-benefit perspective.

By combining these three main factors and adding portfolio return dimensions (see www.dfacanada.com) I have created a program called Structured Asset Managment. Your personal goals, time horizon and investment experience shape the structure of a diversified portfolio.

My goal is to create tax efficient, diversified portfolios that help meet my clients' needs and risk tolerance in a fee conscious manner. Learn more about my investment philosophy.


The Team - Employment and Life History


Mark Williams, Investment Advisor and Portfolio Manager

I joined Nesbitt Thomson in 1994, predecessor to BMO Nesbitt Burns, after 9 years at Canada Trust. Born and raised in Toronto, I have worked in the heart of the Toronto financial district on Bay Street. Over a decade ago I, with my wife and two sons, moved to a small town just outside London, Ontario. Since moving to Ingersoll, I have been active in serving my community as Past President of the Chamber of Commerce, Treasurer for Big Brother and Big Sister, Past President of the Kinsmen Club of Ingersoll, Secretary/Treasure for Oxford-Elgin Child and Youth Centre (a children's mental health group) and am currently a Director on the Alexandra Hospital Foundation board.


Beverley (Bev) Robb, Associate Investment Advisor

Bev joined BMO Nesbitt Burns in March of 2007 after 25 years at BMO Bank of Montreal, with her last position being a Financial Planner (from 2001). Bev's focus is servicing client needs, be it daily requirements such as trade execution or administrative in nature, or long-term planning using her Financial Planning background as an asset. Bev lives in Ingersoll with her husband, two daughers, and two Standard Poodles. Being active in the community, Bev has been involved with the Westfield Parent Teacher Co-op, the Canadian Cancer Society , a volunteer with the Canterbury Folk Festival and is currently a member of the Ingersoll Library Advisory Committee.